About us

Who we are

We are a financial planning business based in Geelong West

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

Office staff:

  • Our team look forward to supporting each client. Come in and meet:
  • Directors & Senior Financial Planners - Peter Burke & Jay Burke
  • Senior Financial Planner - David Hutton
  • Practice Manager - Aimee Lucas
  • Client Services - Ben Kemp & Teresa Frangos, Emily Gataric, Samantha Dearnley
  • SMSF Administration - Caitlin Radford & Delta Smith (currently on maternity leave)

Meet our team

Peter Burke

Jay Burke

David Hutton

Ben Kemp

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

Download now

Get Started

Come and chat with us about how we can help.

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