Retirement Planning
& Superannuation

Matt is a tireless, results driven adviser with a passion for collaborating with clients to help them make optimal financial decisions. Focussed on a seamless alignment between aspirations and strategy, Matt’s purpose for being professionally is to deliver peace of mind that financial decisions made now are supportive of a successful financial future for his clients.

Matt’s obsessive focus on being the best you can be extends to his personal pursuits. Finding the perfect wave, running a PB or skiing an unblemished run are always at the forefront of his mind. That being said, his overriding reason for being is to be a caring and kind father to Harry and Isabella and a thoughtful and compassionate husband to Elly.

Karen is an Associate Adviser who is passionate about working with clients to ensure their goals are identified and a plan is put in place to meet them. Karen loves working through different strategies to ensure the client gets the best outcome for their future.

In her spare time, Karen loves playing soccer in the Women’s Premier League on the Central Coast of NSW and having fun trying to keep up with her two sons in their adventures wherever they may be, from the soccer fields to the beach and everything in between.

Making complex situations simple and understandable, and seeing clients meet long term goals is where Rod gets the most professional satisfaction.

Rod enjoys surfing and playing golf (poorly) when he can. He looks forward to a yearly trip to Indonesia where he can escape from emails and search for uncrowded perfect waves.

Adam believes the secret to getting ahead is getting started. Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.

In his free time, you can find Adam running and pedalling his way across Sydney and telling dad jokes to his two little ones that are so bad you'll cry/laugh.

Chris is a multiskilled Associate Adviser! This means he is able to provide expertise across many areas ranging from investments, superannuation, insurance, strategic advice, compliance guidance and protection to advisers and staff internally as well as to clients.

Outside work, you will find Chris at the SCG supporting his Sydney Swans. Chris is a foodie, so you might find him out and about in bars and restaurants. Soon you will find him getting his groove on at Salsa dancing classes!