People

Core to our business are our people, we believe in the importance of quality, accessible financial planning.

Adam Holman - Principal/Financial Planner

As a nation we are under insured and under prepared for our financial futures.  Having meaningful conversations with each individual client about the most important things to them and leading them through a process that properly prepares them is the relationship we are seeking to develop.  Genuinely engaging with people about the things that matter most to them is a great privilege.

Scott Paterson - Financial Planner

Financial Planning brings together all aspects of our client's lives.  Proactively managing each area ensures we are able to best serve their objectives.  Applying a high level of technical expertise to specific personal situations provides a great deal of satisfaction.

Stephanie Murden - Practice Administrator

An effective and efficient office allows us to provide excellent results for each of our clients.  Systems and procedures are important elements in delivering a high quality, consistent client experience.

Kurt Jorgensen - Paraplanner

In these unfamiliar economic times, individuals require assistance in structuring their financial affairs in a manner that allows them to plan for their future needs. Paraplanning involves the development and modeling of specific strategies, clarifying to clients their ability to accumulate wealth for the future in addition to providing for their current needs.

(NOTE: Kurt Jorgensen and Stephanie Murden are not authorised to provide financial advice)