Our Mission

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 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.

Meet the Team

Chris

Senior Financial Planner and Mortgage Broker

Rebecca

Practice Manager

Jonno

Mortgage Broker

Rebecca

Senior Financial Planner

Favorite Sport:
I’m much more at home with yoga and Pilates, where balance, breathing, and not falling over are the main goals. So let’s say my favourite “sport” is anything calm, stretchy, and unlikely to leave me bruised
If you could visit any place for a vacation where would you go?
If there’s a beach, a gentle breeze, and no pressure to do anything except relax, explore, and enjoy the view, I’m in heaven.
What are your hobbies and other interests?
When I’m not working, you’ll usually find me elbow-deep in the garden, listening to an audio book or spending time with my wonderfully lively household. I share life with family, two dogs, a cat, and a flock of delightful Belgian d’Uccle bantam chickens.

Jemma

Age Pension Help Officer and Administration

Julie

Client Service Officer & Age Pension Specialist

Favorite Sport:
I am a reluctant NRL fan (go Panthers!)
If you could visit any place for a vacation where would you go?
I grew up in the UK, so going back there for a holiday is always my dream location! I love to show my kids where I grew up and I am thrilled they enjoy it too!
What are your hobbies and other interests?
Apart from Uber-ing my kids around, I enjoy reading and exploring the local area with my family. We have recently moved to the Hawkesbury and are thoroughly enjoying our new “back garden”.

Chris

Senior Financial Planner and Mortgage Broker

Rebecca

Mortgage Broker and Age Pension Specialist

Jemma

Age Pension Help Officer and Administration

Favorite Sport:
I like to play touch footy.
If you could visit any place for a vacation where would you go?
Greek Islands
What are your hobbies and other interests?
I like spending time with my family. This includes holidays, going to the beach and waterskiing at the river. Rebecca Role at SMI : Mortgage Broker and Age Pension Specialist 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

Julie

Client Service Officer & Age Pension Specialist

Favorite Sport:
I am a reluctant NRL fan (go Panthers!)
If you could visit any place for a vacation where would you go?
I grew up in the UK, so going back there for a holiday is always my dream location! I love to show my kids where I grew up and I am thrilled they enjoy it too!
What are your hobbies and other interests?
Apart from Uber-ing my kids around, I enjoy reading and exploring the local area with my family. We have recently moved to the Hawkesbury and are thoroughly enjoying our new “back garden”.