Our team is a diverse mix of individuals, all passionate about helping individuals and businesses to create financial freedom.

All of our team are qualified, engage on a deeper level to understand our clients and most importantly, they truly care. We feel personally invested in our clients’ success and create financial freedom beyond what our clients thought possible so that they can thrive financially.

Get to know our team.

Paul Carroll

Founding Adviser

“When I started this company back in 1996, I set out to assist people in regular household situations and make significant differences to their ongoing circumstances”.

“After 34 years in the industry, I still love speaking with clients, hearing their aspirations and helping them to achieve.”

Paul Carroll, Founding Director, started the business back in 1996. Paul has 18 years experience as a Financial Adviser, he loves building and maintaining relationships with clients, ensuring they are making the most out of the financial resources, solutions and opportunities available to them.

Pauls’ experience and expertise covers all areas of financial planning. Having transitioned from the leadership of the business, Paul now focuses on maintaining regular contact with clients, ensuring they are receiving individual updates and are benefitting from the personal service that only a boutique style company can offer.

Paul’s key strengths include empathising and engaging with people, his record of long-term client relationships is built on trust, integrity and honesty.

His qualifications include a Bachelor of Education and a Diploma of Financial Planning.

Paul now has bit more spare time to pursue his passion for keeping fit – running & long distance trekking, travel and wine. He is an avid supporter and member of the Collingwood Football Club.