Our comprehensive depth of knowledge, experience and services can help you traverse the intricacies of investing, managing and growing your wealth.

matthew chambers

Director / Financial Adviser

MOB: +61 415 302 893
TEL: 08 6214 0267

Matthew recognises that in life, the only constant is change — using this ethos to help clients adapt to the challenges and successes of their financial journey. His experience in the financial planning sector spans over two decades, including roles at KPMG, Macquarie, and Plan B Wealth Management.

Through his seasoned expertise, and by remaining open and accessible to clients at all times, Matthew builds long-term, meaningful relationships and successful outcomes.

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Michael Harwood

Director / Financial Adviser

TEL: 08 6214 0266

Michael believes in the long term—both in the partnerships he builds as well as the strategic thinking he applies. With 23 years experience in financial services, including at Macquarie Bank and Plan B Wealth Management, his focus centres on helping his clients and families get organised and de-stressed, creating long-term, considered and straightforward strategies.

Michael is also highly passionate in the field of ethical investing, bringing this focus to clients who are committed to making a difference.

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trent savage

Director / Financial Adviser

MOB: +61 438 457 991
TEL: 08 6214 0265

Trent knows how to untangle and simplify the complex. With a diversity of experience spanning 20 years, Trent has specialised in developing tailored strategies for high net worth families and sophisticated investors.

Trent has worked for both boutique advisory firms as well as larger institutions, including Macquarie Private Wealth and Plan B Wealth Management. With his experience in these roles, Trent is exceptional at identifying opportunities for his clients, as well as developing strategies for complex cases. Trent’s qualifications include a Master of Business Administration, Bachelor of Commerce, and Advanced Diploma of Financial Services. Trent has also completed the Australian Institute of Company Directors Course and is a Certified Financial Planner.

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Trevor O’Callaghan

Financial Adviser

TEL: 08 6214 0266

Trevor likes helping people take control of their money and make sensible decisions. He finds it satisfying helping his clients with the big, fork-in-the-road decisions and working out a strategy to help them achieve their goals; be it planning for retirement, upgrading to their dream-house, starting a family or doing something completely different to enrich their lives.

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Stephen Padbury

Financial Adviser

MOB: +61 402 451 933

Steve is a highly accomplished financial adviser with a broad wealth of experience and knowledge having spent 23 years with Macquarie, where he rose to become a Division Director and helped guide clients through the Tech Wreck, the GFC and more recently Covid with his practical advice and insights to provide please of mind for their financial well-being.

Steve couples his extensive investment know-how with excellent technical awareness of appropriate strategies for high-net worth families and their often complex requirements and is able to do this in a straightforward, easy to understand way with individually tailored solutions.

Steve believes in combining the best elements of a large investment firm with the flexibility of a boutique business to provide high levels of client service and the personal connection that he has established with his many long-term clients.

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Investments with a positive impact.

As partners in your wealth, we take it upon ourselves to ensure the advice and investments we offer include options to create prosperity for areas of need. Sustainable finances—ethical, social and environmental sense—are gaining increased attention. We recognise this by offering ethical investing strategies that promote human well-being, social equity and the protection of our environment.