Our purpose...
To revolutionise retirement planning with a burst of energy and a dash of the extraordinary.
We craft bold, personalised, lifestyle financial plans with passion, purpose, and a hint of rebellion to transform your retirement dreams into reality.
Dare to be different with us...
Our values...
Together we achieve the remarkable
Rockstar level excellence
Inspired by personal growth
Be the change
Embrace the adventure of living
3.
Meet your team...
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Casey Mills
Managing Director & Chartered Financial Planner
Samantha Bird
Practice Coordinator
Lauren Turner
Paraplanner
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Dan Haylett
Director, Head of Growth & Financial Planner
Connor Griffiths
Paraplanner
Carole McMahon
Compliance Consultant
Compliance & Training Solutions
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Olivia Maynard
Operations Director
Curtis Berry
Client Experience Manager
Nicki Hinton-Jones
Head of Investment Committee
CIO Timeline Portfolios
Neil Bage
Outsourced Chief Behavioural Officer
Shaping Wealth