We don’t just focus on your money. We focus on you: your dreams, values, goals, family needs, and life philosophy.
Your financial wellness depends on more than just investments; we work with the whole picture in mind.
We let you know the reasons behind our recommendations, so you can confidently make informed choices.
Abinash Dhungel MANAGING DIRECTOR – GD.ATL, M.FIN.PLAN, M. COMM(ACC), MBA, FIPA, CTA, CFP®, SSA™
With over 20 years of professional experience providing Personal Financial advice to Business Owners, Executives, Entrepreneurs and Professionals, Abinash has a tireless work ethic that centres on achieving positive outcomes for his clients and stakeholders, always prioritizing their best interests above his own.
Click here to read Abinash Dhungel’s Adviser Profile.
Michael Taylor Business Development Director – BA (Hons)
With over 20 years experience, Michael is a trusted and proven professional whose clients value him above all for the relationships he has built and cultivated with them.
He believes the financial services industry is first and foremost about “service” - listening, communicating, and taking the time to truly understand his clients’ needs.
Karan Arya - Senior Paraplanner
Karan has a Masters in Accounting from the University of Melbourne, and has worked in the Financial Planning Industry for over 14 years. He is an avid cricket enthusiast and foodie, and has a real love for numbers and financial markets.
His greatest passion though is for helping people become truly financially independent, and this shines through clearly in the work he does every day.
Ashleigh McGuiness – Client Services Adviser
As a full-fledged member of the Mortgage Finance Association of Australia (MFAA) with a Diploma of Finance and over 15 years’ experience in the banking industry, Ashleigh has proven time and again her high attention to detail and accuracy in all her application processing work.
This is not only essential in today's lending environment, but paramount to making the loan application for clients a smooth one. "She gets results with lenders, and fast" as one client put it.