Adrian Kidd

Managing Director & Financial Planner

Bob Mills

Investment Manager

Cheryl Frazer

Practice Manager

Chris Budd

Chairman

Hayley Watts

Finance Administrator

Melanie Hill

Administrator

Paula Butrynska

Paraplanner

Paul Wells

Paraplanner

Tammy Devonald

Ringleader Of Creative Operations

Tom Morris

Director & Chartered Financial Planner

Vickie Batchelor

New Business Administrator

Blog: How Can A Financial Adviser Help You Be Happy?

One truth that comes from the study of financial wellbeing is that we don’t generally know what makes us happy. How can we become more aware of our own wellbeing, and what are the barriers we need to overcome? Society’s Barriers To Happiness Strange as it may seem, life in our Western societies are not … Continued

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December 8, 2019

Episode 57 – A Christmas Special

Episode 57 – A Christmas Special It’s that time of year again – The guys have a festive episode of the podcast for you, featuring real dice and sketchy crackers! Join Chris, David and Producer Tommo as they pull a few crackers and play a few games with a financial twist. Ho Ho Ho – … Continued

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