Our wealth management consultants

Trusted advice that builds strong financial futures

Jeff Munro

Director / Adviser

Jeff has been solving financial challenges for more than 20 years, earning him a reputation for getting things done with practical and affordable solutions.

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Sam Rowell

Associate Adviser

Sam is a driven and client-focused associate who prides himself on supporting our clients with holistic financial advice.

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Thomas O'Donnell

Client Service Associate

Tom is a relationship-focused client service associate who manages the administrative aspects of our practice with diligence and care.

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