Founder | Managing Director

Gareth
Croy

One of the things I am most proud of is the positive impact we have been able to have on the financial security and freedom of so many people; many of whom we have helped get into such a strong financial position that they could leave the workforce in their 40s and 50s if they wanted to.

Meet the Team ➔

Director of Private Wealth

Daniel
Rickard

My specialty is in building bespoke investment portfolios tailored to align with your distinct financial objectives and lifestyle. It’s this people-first approach that distinguishes my mission to make wealth a tool for achieving more than just financial growth. This approach transforms complex financial decisions into manageable and confident choices, delivering not just wealth, but peace of mind.

Meet the Team ➔

Director - Property Strategy

Trent
Cripps

So many people underestimate what they’re capable of, financially and personally. I’ve lived through the power of long-term property strategy, and now I help others unlock that same potential. It’s not about luck or timing. It’s about having the right plan, the right mindset, and the right team around you.

Meet the Team ➔

Director - Accounting

Bodie
Simpson

I have built my career on the foundations of leadership, integrity, innovation, and a deep commitment to advancing the accounting profession—particularly for women and emerging leaders. Throughout my journey in the accounting industry, I have consistently sought not only to deliver excellence in technical and strategic performance but also to redefine what leadership looks like in a field that is rapidly evolving.

Meet the Team ➔

Director - Lending

Simon
Podger

After more than a decade in financial services, I still enjoy the buzz of being a part of a team that helps clients achieve their financial goals. Finding the right loan for each client can make the world of difference to their overall financial position.

My number one financial tip for clients is to never lose sight of your big picture goals, and remember to consider how every decision is helping you get a step closer to achieving them.

Meet the Team ➔

Director - People & Capability

Megan
Selbie

I didn’t set out to work in HR, but I’ve always cared deeply about people. That care has shaped everything I’ve done since stepping into this role. Building a workplace where people feel valued, safe, and proud to belong isn’t just my job, it’s the most rewarding thing I’ve ever done.

Meet the Team ➔

Director - Marketing

Holly
Cubitt

To me, marketing is about translation - taking what a brand does and turning it into what a client feels. I love creating messaging that communicates and connects; building loyalty, trust, and a community that knows exactly why they’re here.

Meet the Team ➔

Founder | Managing Director

Gareth
Croy

One of the things I am most proud of is the positive impact we have been able to have on the financial security and freedom of so many people; many of whom we have helped get into such a strong financial position that they could leave the workforce in their 40s and 50s if they wanted to.

Meet the Team ➔

Director of Private Wealth

Daniel
Rickard

My specialty is in building bespoke investment portfolios tailored to align with your distinct financial objectives and lifestyle. It’s this people-first approach that distinguishes my mission to make wealth a tool for achieving more than just financial growth. This approach transforms complex financial decisions into manageable and confident choices, delivering not just wealth, but peace of mind.

Meet the Team ➔

Director - Property Strategy

Trent
Cripps

So many people underestimate what they’re capable of, financially and personally. I’ve lived through the power of long-term property strategy, and now I help others unlock that same potential. It’s not about luck or timing. It’s about having the right plan, the right mindset, and the right team around you.

Meet the Team ➔

Director - Accounting

Bodie
Simpson

I have built my career on the foundations of leadership, integrity, innovation, and a deep commitment to advancing the accounting profession—particularly for women and emerging leaders. Throughout my journey in the accounting industry, I have consistently sought not only to deliver excellence in technical and strategic performance but also to redefine what leadership looks like in a field that is rapidly evolving.

Meet the Team ➔

Director - Lending

Simon
Podger

After more than a decade in financial services, I still enjoy the buzz of being a part of a team that helps clients achieve their financial goals. Finding the right loan for each client can make the world of difference to their overall financial position.

My number one financial tip for clients is to never lose sight of your big picture goals, and remember to consider how every decision is helping you get a step closer to achieving them.

Meet the Team ➔

Director - People & Capability

Megan
Selbie

I didn’t set out to work in HR, but I’ve always cared deeply about people. That care has shaped everything I’ve done since stepping into this role. Building a workplace where people feel valued, safe, and proud to belong isn’t just my job, it’s the most rewarding thing I’ve ever done.

Meet the Team ➔

Director - Marketing

Holly
Cubitt

To me, marketing is about translation - taking what a brand does and turning it into what a client feels. I love creating messaging that communicates and connects; building loyalty, trust, and a community that knows exactly why they’re here.

Meet the Team ➔

Create the futureyou've always wanted.

About Us

Our aim is simple: to help you live the life you’ve always imagined. A life filled with joy and connection, opportunity and purpose. With a personalised, effective strategy, we’ll help you reach your goals with clarity and confidence - sooner.

Client Stories

Lifelong Financial Leadership

Projected retirement incomewithout advice

$73k

Projected retirement incomewith advice

$125k

Our Services

Strategy first, for every chapter

We offer all the expertise & professional services you need, packaged into a seamless, flexible strategy to achieve your goals.

What We Do

➝

The Team

Our goal hunters will guide you through your financial success

Founder | Managing Director

GarethCroy

Director of Private Wealth

DanielRickard

Director - Property Strategy

TrentCripps

Director - Accounting

BodieSimpson

Director - Lending

SimonPodger

Director - People & Capability

MeganSelbie

Director - Marketing

HollyCubitt

Founder | Managing Director

GarethCroy

Director of Private Wealth

DanielRickard

Director - Property Strategy

TrentCripps

Director - Accounting

BodieSimpson

Director - Lending

SimonPodger

Director - People & Capability

MeganSelbie

Director - Marketing

HollyCubitt

Let’s build your future together.

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Facebook

Create the future
you've always wanted.

Projected retirement income
without advice

Projected retirement income
with advice

Gareth
Croy

Daniel
Rickard

Trent
Cripps

Bodie
Simpson

Simon
Podger

Megan
Selbie

Holly
Cubitt

Gareth
Croy

Daniel
Rickard

Trent
Cripps

Bodie
Simpson

Simon
Podger

Megan
Selbie

Holly
Cubitt