Our People

Tom Momsen

Tom Momsen

B. Com | Adv Dip. Financial Planning | AFA Member

"I'm driven to help you secure peace of mind for the future."

Tom helps working age couples to organise their finances and secure a stress-free future for themselves and their families. He's passionate about delivering a truly personal service with the best advice to help your plans become a reality.

ASIC AR No. 341995
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Chris Momsen

B. Com | CA | CFP |
FPA Member

"Achieve financial independence and fund your own lifestyle in retirement."

With over 30 years' expertise in the financial planning industry, Chris has valuable knowledge to impart to help you on your journey.

Janelle Williams

Janelle Williams

Client Relationship Manager

Janelle has extensive experience in providing  client support within the financial industry.

She enjoys helping our clients on their financial journey, whether stepping out as a young couple or for those entering retirement.


Julie Shearer

Paraplanner/Research & Technical Assistant

Julie is an experienced paraplanner with skills in Retirement Planning, Investment Advisory, Trading, Financial Services, Aged Care and Wealth Management.

Her vast knowledge in the financial services industry helps our clients to achieve their goals.