Chitral Wijesinha
Principal/Financial Adviser/Director
Investment specialist with 24+ years across trading, treasury and portfolio advice in Sri Lanka and New Zealand.
Read moreSmall team. Direct line to your adviser.
With over 100 years of combined experience, our Financial Advisers know what it takes to get your financial future organised and set you on the path to achieving your goals.
Steve Morris
Financial Adviser/Director
Advises corporate and SME clients on employee benefits plans and workplace financial education.
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Usha Ganti
Financial Adviser
17+ years across Westpac, ANZ and JBWere in wealth management, private banking and investments.
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Adrian Dale
Financial Adviser/Mortgage Specialist
Residential lending specialist for first home buyers through to large property portfolios.
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Jerome Ty
Financial Adviser
Works with employees and personal clients on clear, practical advice and workplace savings strategies.
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Waruni Gunarathna
Paraplanner
Supports clients and advisers with administration, reporting and regulatory documentation.
Read moreHow we work together
01
Understand
We start with your goals, commitments and appetite for risk.
02
Design
A written plan across investing, lending and retirement — in plain English.
03
Implement
We do the heavy lifting: applications, paperwork and bank negotiation.
04
Review
Regular check-ins so the plan keeps pace with your life and markets.
Let's get your financial future organised.
A no-obligation conversation with a Parnell-based adviser who takes the time to understand where you're heading.