About
Discover who we are and what we can do to support your financial wellbeing
Our goal is to help you live your best life
As professionals, parents and business owners, we know how much of a handful it can be to fit everything in. We also know how good it feels to be present for the moments that count, and not distracted by life’s hurdles. Our purpose is to help you achieve your version of your best life. Together, we’ll chart a course for wealth creation so you can focus your time and energy on doing what you love, with the people who count most.
Our Advisers
Graham Taylor
From the outset you will quickly get a sense that Graham is passionate about the big picture. With the right mindset and trained behaviours, Graham believes people can achieve more than they think possible. It’s just a matter of building momentum.
Specialising in breaking down financial complexity, Graham is a reliable sounding board with over 20 years experience. He’s passionate about empowering clients with information and strategies they can adapt to achieve financial success.
Do what you enjoy. Do what you’re good at. Then use the expertise of professionals to save time, energy, and achieve better outcomes.
As a father of four, Graham understands the value of time on young families. He’ll go out of his way to keep up with your finances and keep your bigger life goals in focus.
While completing his undergraduate degree in Business, Graham majored in Financial Planning. He’s previously held roles at CBA & BT, as well as independently owned advisory firms. He is a Certified Financial Planner®, the highest recognition offered by the Financial Advice Association Australia (FAAA) and a qualified Self-Managed Super Fund (SMSF) adviser.
Rebecca Carr
When Rebecca first meets you, be ready to answer a lot of questions. It’s all part of her genuine, caring nature to really get to know your ins and outs, which makes all the difference when providing financial advice.
I’m naturally a curious and analytical person. I love discovering what my clients want in life and mapping out a financial plan to achieve it. I definitely challenge people to go deeper, and aim higher!
With over 18 years working towards better financial outcomes for individuals, families and business owners, Rebecca knows how to take action. Whether that’s by setting out every micro-goal to achieve success, or by helping clients navigate financial decisions, she will get you on track and keep you there.
Also highly qualified, Rebecca holds a Bachelor of Commerce (Accounting & Finance), Diploma in Financial Advising, and is a qualified Self-Managed Super Fund Adviser.
Our team
Our key people are backed by a committed support team.
Graham Taylor
Director
Rebecca Carr
Director
Joshua Davey
Paraplanner
Samantha Brooks
Client Service
Our Values
What we stand for
Innovative thinking 
Teamwork 
Diligence 
Family
Our Values inform how we act as individuals, with our clients and professional partners.
We are proudly local, and contribute to the local Sutherland Shire Community in a number of ways that align to our values. If you’re a local sporting club or organisation looking for a partner or sponsor, let us know how we can help.
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