Joint accounts
30th September 2024
Brent - Senior Financial Planner & Mortgage Broker
Nadine - Practice Manager
Over the past 10 years, I’ve helped hundreds of professionals, business owners and pre-retirees to create a framework through which they can live the life they desire both now, and in the future, whilst freeing up time to spend doing the things they love.
What I find most rewarding as a financial adviser is the opportunity to work with clients towards achieving their long-term goals and helping this vision come to life.
Our philosophy is that money doesn’t necessarily bring happiness, nor is it an end-goal in itself. However, money serves as the ultimate enabler, granting you the freedom to make choices about how you spend your time—the most precious resource of all.
Nadine is our practice manager and my wife. Together, we have two beautiful girls, Grace & Lexa, who keep us on our toes alongside Matilda our demanding cat and Hazel our hyper-active Cavoodle. Together we love holidaying in Australia and Germany, engaging in kids sports and activities and keeping active at the local gym and the beautiful Brisbane bayside.
Brent
I’m the Practice Manager for Brent’s clients; my role is to facilitate the implementation of your financial plan in the smoothest manner possible. I am passionate about making things as simple, clear and transparent as possible for our clients. As an engineer by trade, I also love optimising processes to achieve smoother interactions and faster responses.
Outside of work you will find me spending time with friends and family. On the weekend I love spending time at RQYS helping to rig Grace’s Optimist sailing boat ‘Swift Lady’ or you might find me at the Wynnum foreshore trying to set a new PB in Parkrun on a Saturday morning with our girls.
Nadine