Meet our investment specialists
Working with our experienced team you will benefit from the wealth of our knowledge and years of practical experience in investment and retirement planning.
With a variety of backgrounds we all have differing passions and specialities, but share a strong commitment to our clients, a solid sense of professionalism and, perhaps most importantly, we are all ‘real people’ with the same concerns as many of our clients.
Senior Financial Planner | Principal
William Bracey
Over the last 35 years I have assisted my clients to work towards and realise their dreams. I feel I have the experience to help them through the next stage of their life. I still feel as passionate about helping my clients and making a real difference in their lives as I did 35 years ago, but now have more wisdom and the grey hair to match!"
Senior Financial Planner | Partner
Michal Bodi
Having the drive to succeed is a powerful quality. If you pair this with a right focus and an action plan the results can be quite amazing. My aim is to guide and manage client’s behaviour by providing clear direction to achieve results."
Senior Financial Planner | Director
Gary Winwood-Smith
I am passionate about working with my clients to identify, clarify and quantify their dreams. Together, with focus and determination, we can achieve amazing results."
Financial Planner | Director
Steven Stolle
Planning for the future is important, but so is living in the moment. Understanding where to draw that line is a key component to success."
