Business Owner, Chris and Manager, Rebecca

We are raising a young family and take pride in knowing our work is helping our clients and their own families. With two boys who love sports, our weekends are often spent watching them play rugby, cricket, golf and swimming.

Our Mission

Our team aims to provide simple solutions to manage your overwhelming financial decisions, so that you can spend more time enjoying life. We pride ourselves on offering our clients an exceptional level of value, simplicity, affordability, personal service and communication.

Em

Role at SMI: Client Services Officer
Favourite Sport: Volleyball
If you could visit any place for a vacation where would you go? Paris
What are your hobbies and other interests? Listening to music, watching movies and playing online games

Chris

Role at SMI: Senior Financial Planner and Mortgage Broker
Favourite Sport: Rugby League
If you could visit any place for a vacation where would you go? Africa
What are your hobbies and other interests? Going to the Gym, and taxing my kids around to extracurricular activities

Meet the Team

Rebecca

Role at SMI: Office Manager
Favourite Sport: Rugby, specifically the All Blacks!
If you could visit any place for a vacation where would you go? Europe
What are your hobbies and other interests? Music, going to the beach with our boys

Nizza

Role at SMI: Paraplanner
Favourite Sport: Scrabble
If you could visit any place for a vacation where would you go? I love exploring Australia!
What are your hobbies and other interests? I like reading books and watching movies. I usually watch dramas and browsing social media in my spare time

Van

Role at SMI: Administration
Favourite Sport: Running
If you could visit any place for a vacation where would you go? Maldives
What are your hobbies and other interests? I play online games, walk my dogs, I love to explore new food, and I drink a lot of coffee, coffee is life!