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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James Chilcott

Associate

James prides himself on delivering exceptional client service and is enthusiastic about making the financial advice journey as smooth and approachable as possible.

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Lachlan Bruce

Client Services Associate

Lachlan is a warm, empathetic Client Services Associate dedicated to supporting and streamlining the financial advice journey with approachability and genuine care.

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