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Independent, thinking matters

A grounded approach to wealth management, bringing your future into the present.

Our team

Luke Axton


Chartered Accountant (CA)

Pairs real life client events with lateral solutions. Forward thinker by nature, covering client goals, pain points, and everything in-between. Strategic for your business. Dirt bike rider who lives for family and adventure.

Chris Haggart


MAppFin, BSc. BtCB, Dip FP

Driven by purpose – his own and others. Aligns wealth with genuine happiness. Helps clients create clarity amongst complexities of life. Penchant for fitness, family, and the arts. Lateral thinker, family man, crossword addict.

Cameron Howlett


DipFP, BBus/BComp, CFP™ SSA®, Registered Tax Agent

Challenges perceptions to pair real life with lateral solutions. Alleviates fears through transparent conversation. Country born family man and sports lover. Explores possibilities to intuitively connect money with happiness.

Shane Nicholas



Steady calmness and eternal optimist. Helps you make sensible life decisions. Independent thinker, active father, community member. Broadens your horizon to instil pride and awareness in your achievements.

Williza Mitchell


Reassuring presence. Simplifies advice. Values trust and transparency. Loves raising her daughter with strong values. Emerging talent that ensures peace of mind for clients' financial future.



CFP®, CPA, SSA, B.Comm, GradDipFinPlg, MAcc

Technical knowledge runs deep. Analytical, curious and open minded. Authentic perspective in the world of finance. Enjoys learning, music, and nature. Empowers clients with confidence and knowledge.

Andrew Brown


BBus (Acc), CPA, GradDipFinPlg, MFinPlg

Natural born instinct to help others. Business-savvy financial specialist. Sports fanatic, confident risk taker, commercially adept. Family man with broad perspective.

Cheryl Credaro

Administration Manager

The binding force behind our team. Client go-to for information, and exceptional support. Professional with a sunny disposition. A natural problem solver. Warm, wise, and wonderfully reliable. At home by the water.

Brigitta Nadya


Strategic thinker. Delivers focused and compassionate guidance. Positive, warm, and passionate about the arts.

Yuji Loo

Client Services Associate

Thoughtful. Executes financial solutions with integrity. Prioritises exercise, health, and wellbeing. Creates genuine connections through a purposeful approach.

David Wu

Intermediate Accountant

Trusted advisor with strong ethics. Proactive approach to accounting. Calm, approachable, and loyal. Man of his word who loves sports. Consistently instils confidence in clients' present and future selves.



without limits

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