Meet Our Team
Saraphina Caldwell
Senior Financial Planner
When I started here three years ago, I was nervous about transitioning from banking to financial planning. The team didn't just welcome me – they became my mentors. Now I'm helping train our newest associates, and I love seeing that same supportive culture continue.
What surprised me most? How much we laugh together. Sure, we're dealing with serious financial decisions, but the atmosphere is warm and collaborative. We celebrate client wins together and support each other through challenges.
Why Our Team Stays
Our average team tenure is 4.2 years – well above industry standards. People stay because they feel valued, challenged, and connected to meaningful work that genuinely helps Australian families build secure financial futures.