We’re a small but passionate team of dedicated professionals, committed to helping you live life to the fullest.
Our strength lies in our close-knit approach where each member brings unique expertise, unwavering enthusiasm, and a shared commitment to excellence.
Peter Ryan
With nearly 30 years’ experience in Financial Services - including roles in Investment and Private Banking - I’ve spent over 20 years as a Financial Planner. Advancements in technology have enhanced how I work with clients enabling true financial planning which comes to life with clarity and confidence. This helps me create a road map for my clients to achieve the lifestyle they truly desire.
Pete Sears
I began my career in Financial Services in 1991 and have navigated—and enjoyed—a landscape of continuous regulatory change and advancements in technology. As a firm believer in good old-fashioned customer service, my role as Operations Manager enables me to ensure we consistently deliver exceptional service to our clients.
Hannah Mann
The feeling of helping people to move into their dream home never gets old. I love guiding people through complex decisions, bringing clarity and taking away as much ‘moving stress’ as I can. I find building strong relationships, making a real difference in people’s lives, and providing peace of mind through tailored protection planning to be truly rewarding.