Get to know us...

With an analytical background in accounting and tax, Rowan is equipped to provide financial planning direction to qualified professionals, from auditors to actuaries, lawyers to IT professionals. With a passion for investment, Rowan enjoys developing an investment strategy suited to each client’s particular goals and needs. Rowan prides himself in constantly analyzing economic trends, indicators and investment data so as to always be able to offer the best advice to clients.

Rowan sits on the board of various industry forums in order to encourage growth and sharing of knowledge in the industry. “It is truly a privilege to be in these forums with other industry leaders and senior management and this really assists our practice by having access to the latest high level information.”

“My clients are go-getters, they have above average economic growth potential, The majority are either existing business leaders or are certainly on a path to being tomorrow’s business leaders. I love dealing with clients that have a passion for life. When we discuss financial planning they get excited, they have big dreams for the future and they are determined to make it happen.”

Rowan is a Registered Financial Planner and member of the Financial Planning Institute and internationally acclaimed Million Dollar Round Table.

Apart from a dedicated passion for investment, Rowan enjoys a wide range of activities including wildlife, photography, bird watching, travelling, outdoors, golf, acoustic music (especially Jazz) and entertaining friends.

Bradley is a specialist in providing financial planning to business owners, directors, contractors and self-employed professionals. He is extremely passionate about the importance of financial planning as a cornerstone of every successful individual, family and business. With a passion for meeting his clients investment needs Bradley delights in tracking economic trends and indicators to have the best advice ready to meet his client’s needs.
“My clients live life to the fullest and take every opportunity to better themselves. They see the big picture and love the comfort of having a well thought out plan to follow. Determination and goal setting is how these doctors, lawyers and accountants realized their careers and it’s these same characteristics that let them achieve their financial goals. They have high aspirations and are willing to make adjustments to reach and realize them.”
“If you’re serious about your hopes, dreams and goals, so am I. I’m passionate about realizing your hope of a better future for your children or the beautiful retirement you and your spouse dream of. You’re in the pilot’s seat on this journey but I’m there to navigate.”
Bradley is an investment specialist and holds a certificate in Wealth Management and is also an accredited Corporate Insurance Specialist. Bradley has a wealth of knowledge and experience and has previously been instrumental in the success of a national franchise chain.

Bradley enjoys photography, the African wildlife experience, scuba diving and playing 18 holes of golf on a Sunday. Investment and business opportunities are a passion of his.