Even though Malcolm is a qualified financial planner with over a decade of experience as a planner, in this role he is an educator. Malcolm believes it can be more beneficial to understand your options and learn how to evaluate these options than simply pay a planner to be told what to do. His one on one meeting service helps you to take steps to increase your financial literacy for all facets of your financial  situation.

​

​

James is an experienced finance professional who has worked for some of Australia's most recognised financial institutions including as a senior financial adviser for the Commonwealth Superannuation Corporation (CSC) specialising in defined benefit financial advice.

​

Holding a Masters of financial planning and a wealth of knowledge in areas such as retirement planning, cash flow management as well as a deep understanding of the PSS and CSS James is well placed to provide you with the education and coaching you require.

​