we plan. you live.

Our Team

We are here to help you achieve your goals

Todd Rowson

  • Founder & Principal Advisor ·

Darren Reddy

  • Business & Personal Growth ·

Gail Ryan

  • Finance & HR Manager ·

Sephie Hipolito

  • Operations Team Leader ·

Michelle Cafasso

  • Insurance Services Manager ·

Rick de Baguio

  • Financial Advice Coordinator ·

Ara Bitoon

  • Client Services & Data Integrity ·

Judy Cheney

  • Client Care ·

Referral Partner Panel


Thatcher Finance

Lexington Advocates

Buyers Advocacy

Victorian Property Advisory

Greville Pabst Property Advisory

Gertrude & Gore


Martin & Martin

Peter C Neville and Associates

Stockdale and Associates

we plan. you live.