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

Chris Momsen

B. Com | CA | CFP |
FPA Member

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

With over 30 years' expertise in financial advice and planning, Chris truly knows it all. He'll advise you on the best ways to increase your wealth, protect your assets, and prepare for retirement.

ASIC AR No. 259858
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Janelle Williams

Janelle Williams

Office Support | Para-Planning

Janelle has extensive experience in providing para-planning and office support to the financial services industry. With Janelle at the helm, you know your call will always be answered professionally and promptly.