Our Team

Our Team
brett1

Brett Stephenson

Founder

Brett Stephenson

Founder

I’ve seen a lot of changes in the financial planning industry throughout my career, but the one constant is trust. It’s very simple. I always tell my clients exactly what I’m going to do, how long it’s going to take and then I just do it.

I have a wealth of life and professional experience that I’m happy to share with you. I’m passionate about helping families succeed. Financial planning is my passion because wealth forms the foundation of every stable and successful family. I truly understand the needs of families and how to make the most of their resources. 

In addition to my Advanced Diploma in Financial Services, I have an MBA and an MA in Japanese. I’ve also had the pleasure of raising my two daughters. I love our life in Australia and I want to help other hardworking people like myself succeed.