Who We Are

Our advisers and support team are here to help you, every step of the way.

A middle-aged man wearing glasses, a white shirt, and a dark blazer, smiling indoors near a window with curtains.

James Cruz

Lead Adviser

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Joshua Gray

Financial Adviser

Smiling woman with long blonde hair wearing a black turtleneck and necklace, standing in front of sheer curtains with blurred outdoor trees visible.

Makenzie Raudonikis

Client Services Co-Ordinator

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Karen Cruz

Office Manager