About us
We are a small company comprised of a competent staff team who have experience in the financial sector. Our main focus is to provide efficient solutions for our clients, which we do through structured capital raising and institutional funding strategies.
Please contact us through our website for further information about getting started with this business, or if you require any assistance on how to get involved within our firm.
The Team
We get the work done
David Person
Owner
David Person
Owner
I started this company because I have a keen interest in seeing my clients' financial portfolios grow. To me, it is the only way to get better results every day. When you start your own investment management program, which can be done online or via phone or tablet, all of that flexibility does away with many of those worries over time.
Simone Dowling
Financial Adviser
Simone Dowling
Financial Adviser
Not just anyone can call themselves a financial adviser. My experience in this sector has netted me a wealth of knowledge, insights and skills that have made me an exceptional advisor throughout my career.
Richard Donald
Accountant
Richard Donald
Accountant
My extensive experience in accounting has earned me a keen instinct for understanding the ins and outs of market conditions as they affect all facets, including risk tolerance, capital adequacy.
Lucinda Hilton
Accountant
Lucinda Hilton
Accountant
Though I have only recently entered this job sector, my clients have already reported excellent results with me. My BAcc degree has served me well and helped prepare myself to make a better decision in the next few years. I look forward to working with you.