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“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.”
Gareth Croy is the owner, founder & Managing Director of Your Future Strategy. He is also our current Director of Financial Planning. We spent ten minutes with him to find out a bit more about how he started his career and where the YFS idea was born. Read the full conversation here.
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Dan is dedicated to guiding our clients toward financial success through strategic planning and personalised advisory services. With a comprehensive understanding of financial markets, investment strategies, and wealth management, Daniel brings 10 years of expertise to help clients achieve their financial goals. He has recently relocated to Canberra to assist us with opening the ACT branch of YFS.
Tanya is a passionate Financial Adviser who delivers holistic, client-focused advice with professionalism and heart. She embodies our company values and takes the time to truly understand each client’s needs. Friendly and approachable, Tanya is a trusted guide on the path to financial wellbeing.
Having just completed his Professional Year to become a fully qualified Financial Planner, Brody brings valuable experience from his time working as a Client Services Officer. He is committed to building strong client relationships and expanding his expertise in financial planning, especially in his local area of Canberra.
James is currently studying to become a financial planner and has joined our team to gain hands-on experience. He is enthusiastic, focused, and committed to building his knowledge to support clients on their financial journeys. James is a valuable part of our future-focused team.
Jayden is an aspiring financial planner currently undertaking his studies while gaining practical experience with our team. Eager to learn and grow within the profession, Jayden brings a fresh perspective, a strong work ethic, and a genuine interest in helping clients achieve their financial goals.
As a dedicated Paraplanner with a keen eye for detail, Shane plays a crucial role in supporting our financial planning team. His precision and passion ensure our clients receive well-structured, tailored financial strategies.
Bodie is an experienced CA with a strong background in both private and public accounting. She expertly leads our Accounting team, providing unique, tailored accounting and tax planning advice. Known as our “unicorn,” Bodie brings personality and warmth to her role, always eager to connect with clients, offering kindness, energy, and a genuine interest in understanding their needs.
A valued and key member of our accounting team, Ben assists our clients and their businesses with all tax accounting requirements.
Cate is a highly motivated and approachable accountant who plays an integral role within our team. With experience across accounting, SMSF, and compliance, she combines technical knowledge with a bubbly, friendly personality that puts clients at ease. Cate is reliable, efficient, and always ready to contribute to positive outcomes for clients and colleagues alike.
Corey is a resourceful, enthusiastic, and results-driven Business Services Manager. A proud member of the Institute of Chartered Accountants Australia (ICAA), Corey is known for his strong communication skills, analytical mindset, and keen attention to detail. He is passionate about embracing technology and is committed to translating financial data into meaningful insights for clients. Originally from Kalgoorlie, WA, Corey values collaboration and believes a positive team culture is essential for high performance.
“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.”
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Oliviah is the newest member of our Lending Services team.
Trent is our Director of Property Strategy and has been with Your Future Strategy since the beginning. Skilled in market analysis and investment strategies with a keen eye for emerging trends, Trent excels in identifying outstanding opportunities that help our clients achieve their financial goals.
Casey is our Property Strategy Assistant, providing high-level administrative support to the Director of Property & Strategic Advice. She is an important liaison with our clients on their property journey.
Seamus sources development opportunities, explores feasibility, and provides end-to-end project management /build / sales processes all within budget for our clients!
Will efficiently ensures seamless operational processes, especially within our Accounting team. He is also our resident expert on how to operate all the tech within the company!
Our resident HR expert, Megan is dedicated to fostering a positive workplace culture, nurturing talent, and aligning people strategies with the organisation’s values & goals.
Holly is a visionary strategist and a results-driven professional. Her expertise lies in crafting innovative and effective marketing campaigns that not only capture attention but also drive tangible results across our entire family of brands.
Profile coming soon!
Susanna is the group Bookkeeper for all brands under the Septennial Group banner.
“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.”
Gareth Croy is the owner, founder & Managing Director of Your Future Strategy. He is also our current Director of Financial Planning. We spent ten minutes with him to find out a bit more about how he started his career and where the YFS idea was born. Read the full conversation here.
Trent is our Director of Property Strategy and has been with Your Future Strategy since the beginning. Skilled in market analysis and investment strategies with a keen eye for emerging trends, Trent excels in identifying outstanding opportunities that help our clients achieve their financial goals.
“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.”
Bodie is an experienced CA with a strong background in both private and public accounting. She expertly leads our Accounting team, providing unique, tailored accounting and tax planning advice. Known as our “unicorn,” Bodie brings personality and warmth to her role, always eager to connect with clients, offering kindness, energy, and a genuine interest in understanding their needs.
Dan is dedicated to guiding our clients toward financial success through strategic planning and personalised advisory services. With a comprehensive understanding of financial markets, investment strategies, and wealth management, Daniel brings 10 years of expertise to help clients achieve their financial goals. He has recently relocated to Canberra to assist us with opening the ACT branch of YFS.
Our resident HR expert, Megan is dedicated to fostering a positive workplace culture, nurturing talent, and aligning people strategies with the organisation’s values & goals.
Holly is a visionary strategist and a results-driven professional. Her expertise lies in crafting innovative and effective marketing campaigns that not only capture attention but also drive tangible results across our entire family of brands.
“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.”
Gareth Croy is the owner, founder & Managing Director of Your Future Strategy. He is also our current Director of Financial Planning. We spent ten minutes with him to find out a bit more about how he started his career and where the YFS idea was born. Read the full conversation here.
Dan is dedicated to guiding our clients toward financial success through strategic planning and personalised advisory services. With a comprehensive understanding of financial markets, investment strategies, and wealth management, Daniel brings 10 years of expertise to help clients achieve their financial goals. He has recently relocated to Canberra to assist us with opening the ACT branch of YFS.
Tanya is a passionate Financial Adviser who delivers holistic, client-focused advice with professionalism and heart. She embodies our company values and takes the time to truly understand each client’s needs. Friendly and approachable, Tanya is a trusted guide on the path to financial wellbeing.
Having just completed his Professional Year to become a fully qualified Financial Planner, Brody brings valuable experience from his time working as a Client Services Officer. He is committed to building strong client relationships and expanding his expertise in financial planning, especially in his local area of Canberra.
James is currently studying to become a financial planner and has joined our team to gain hands-on experience. He is enthusiastic, focused, and committed to building his knowledge to support clients on their financial journeys. James is a valuable part of our future-focused team.
Jayden is an aspiring financial planner currently undertaking his studies while gaining practical experience with our team. Eager to learn and grow within the profession, Jayden brings a fresh perspective, a strong work ethic, and a genuine interest in helping clients achieve their financial goals.
As a dedicated Paraplanner with a keen eye for detail, Shane plays a crucial role in supporting our financial planning team. His precision and passion ensure our clients receive well-structured, tailored financial strategies.
Bodie is an experienced CA with a strong background in both private and public accounting. She expertly leads our Accounting team, providing unique, tailored accounting and tax planning advice. Known as our “unicorn,” Bodie brings personality and warmth to her role, always eager to connect with clients, offering kindness, energy, and a genuine interest in understanding their needs.
A valued and key member of our accounting team, Ben assists our clients and their businesses with all tax accounting requirements.
Cate is a highly motivated and approachable accountant who plays an integral role within our team. With experience across accounting, SMSF, and compliance, she combines technical knowledge with a bubbly, friendly personality that puts clients at ease. Cate is reliable, efficient, and always ready to contribute to positive outcomes for clients and colleagues alike.
Corey is a resourceful, enthusiastic, and results-driven Business Services Manager. A proud member of the Institute of Chartered Accountants Australia (ICAA), Corey is known for his strong communication skills, analytical mindset, and keen attention to detail. He is passionate about embracing technology and is committed to translating financial data into meaningful insights for clients. Originally from Kalgoorlie, WA, Corey values collaboration and believes a positive team culture is essential for high performance.
“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.”
Oliviah is the newest member of our Lending Services team.
Trent is our Director of Property Strategy and has been with Your Future Strategy since the beginning. Skilled in market analysis and investment strategies with a keen eye for emerging trends, Trent excels in identifying outstanding opportunities that help our clients achieve their financial goals.
Casey is our Property Strategy Assistant, providing high-level administrative support to the Director of Property & Strategic Advice. She is an important liaison with our clients on their property journey.
Seamus sources development opportunities, explores feasibility, and provides end-to-end project management /build / sales processes all within budget for our clients!
Will efficiently ensures seamless operational processes, especially within our Accounting team. He is also our resident expert on how to operate all the tech within the company!
Our resident HR expert, Megan is dedicated to fostering a positive workplace culture, nurturing talent, and aligning people strategies with the organisation’s values & goals.
Holly is a visionary strategist and a results-driven professional. Her expertise lies in crafting innovative and effective marketing campaigns that not only capture attention but also drive tangible results across our entire family of brands.
Profile coming soon!
Susanna is the group Bookkeeper for all brands under the Septennial Group banner.
