Our Team

Brian
Director
Hi I'm Brian and I'm the typical sort of person always strives to have the right balance between family time and work time. I love serving clients and helping them achieve their goals and I also love my family and spending time digging in our veggie patch, walking our dog, and taking our camper trailer on as many holidays as possible.
James
Owner/Advisor
James has been married for 13 years to Belinda and uses his own families insurances as an example of how he provides advice. James holds a Diploma of Financial Services (Financial Planning) and when he's not giving advice, he can be found playing guitar, woodworking in the shed or being run ragged by his 3 year old son Spencer.
Mindy
Practice Manager
With more than 10 years of working experience in Customer Service and Administration, Mindy is our Admin Manager ensuring the business’ day to day operation runs smoothly. She loves using technology to simplify work processes. Being foodies, she and her husband are often out and about trying out good food.
Ed
Team Leader
Hi I'm Ed and I'm the type of guy who believes that happiness is a choice and tries to end each day with a smile on his face. I love reading fantasy novels, watching anime, playing rpg games and chilling on the beach almost as much as I enjoy providing my clients with first-class service and supporting them in any way I can.
Rye
Customer Service
Hi, I'm Rye and I've been in the Customer Service industry for over a decade. I love literature, music, films and art in general. I am the mother of two awesome girls and three cats.
Jenina
Customer Service
I'm Jenina, happily married with one daughter. I love DIY craft projects, playing with my mini pinscher, and a photographer wannabe.
Agnes
Customer Service
Hi, I'm Agnes and I don't judge easily, instead I take time to know more about the situation or the person involved. I have been in the Customer Service industry for half a decade and still learning new things. Spending time with my family, especially with my 1 year old son and friends is what I love. Given a chance, I want to travel the most beautiful places in the world.