About us

Who we are

We are a financial planning business based in Newtown.

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

Meet our team

Shaun McWilliam

Director and Principal Planner

Sam Stevenson

Practice Development & Compliance Manager

Ryan Chwalko

Financial Planner

Greg Welsh

Certificated Financial Planner®

Patrick van Prooyen

Financial Planner

Greg Lorkin

Certified Mortgage Adviser

Tim O’Toole

Certified Mortgage Adviser

Kristin Pywell

Corporate Super Administration Assistant

Lauren Vingerhoets

Marketing Coordinator

Belinda Price

Administration Assistant

Jayne O’Brien

Client Service Manager

Elise Cooney

Administration Assistant

Will Clark

Administration Assistant

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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Get Started

Come and chat with us about how we can help.

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