EXPERIENCE SIMPLE

Our team is made up of the industry’s best Chartered Accountants, Financial Planners, Insurance Brokers, Admin Specialists and Technology Experts.

We all work together under the one roof combining our skills and passion for helping individuals, families or business owners improve their financial position, build wealth or grow and scale a business.

You’ll get the advice, tools, data, strategies and support you need for success all in the one place.

MEET THE TEAM

DIRECTORS

DREW GROSSKREUTZ

CEO

DAVID MASON

CFO

GORDON MCGREGOR

CIO

Management

KATE KENNA

Practice Manager

MELINDA GROSSKREUTZ

Project Manager

Financial Planning

MATTHEW COOK

Advice & Compliance Manager

ADAM STORY

Financial Adviser

COLWYN ECKLES

Financial Adviser

ABBIE JARDEN

Client Services Manager

EBONY DUNN

Client Services Manager

CHARLIE ANDERSON

Client Services Manager

KATIE JONES

Client Services Manager

Accounting

BELINDA PARKER

Chartered Accountant

PAIGE MORAN

SMSF Accountant

CHLOE HOBELT

SMSF Accounting Support

Technology

SIMON BUDDEN

Technology General Manager

JOSH HUSBAND

Network Engineer

SHAUN ATKINSON

Head of Engineering

MARIEL DAWSON

Digital Content Officer

Our service offering is broad,
unique and customised to your objectives.