About us

Who we are

We are a financial planning business based in Sydney and have been providing professional planning advice since 1977.

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 the right investment strategy
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

Meet our team

David Goodwin

Adviser

CFP

Michael Gulli

Adviser

CFP

George Caredes

Adviser

CFP, SSA SMSF Specialist Advisor

Greg Mifsud

Adviser

CFP, SSA SMSF Specialist Advisor

Jonathan Chong

Adviser

ADFS (FP), Dip. Fin and Mortgage Broking Mgmt

Luke Mansell

Adviser

AFP, LRS Life Risk Specialist, ADFS (FP)

Lusetta Sathiaraj

Practice Manager

DFP (FS)

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

Speak with us about how we can help you reach your goals.

Learn more