About us

Who we are

We are a financial planning business serving regional Victoria and NSW with our office locations in Geelong, Ballarat and Merimbula.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

Meet our team

Geelong

Shaun McWilliam

Managing Director/ Financial Adviser

Sam Dunbabin

Senior Financial Planner

Bill Bux

Financial Planner

Marcus Larcombe

Financial Planner

Tim O’Toole

Certified Mortgage Adviser

Merimbula

Grant Maze

Senior Financial Planner

Ed Wszola

Senior Financial Planner

Ballarat

Jarred Henry

Financial Planner

Suzana Mesic

Financial Planner

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

Download now

Get Started

Come and chat with us about how we can help.

Learn more

O u r B l o g s