Wealth Management
Strategic, personalised advice to grow and protect your wealth through investments, superannuation, and retirement planning
Insurance Solutions
Tailored Life, TPD, Trauma, and Income Protection cover to safeguard your family, income, and long-term financial security
How We Work With You
Initial Conversation
Initial Conversation
Initial Conversation
We start with a relaxed, no-obligation conversation to understand your current situation, goals, and what matters most to you. This is an opportunity for you to share your financial aspirations, concerns, and any challenges you're facing. Just as importantly, it allows you to get to know us and how we work, ensuring we’re the right fit for your journey.
Strategy Development
Initial Conversation
Initial Conversation
Based on our initial discussions, we design a tailored financial strategy aligned to your goals and life stage. This includes structuring your finances, identifying opportunities to grow your wealth, and putting safeguards in place to protect it. We take a holistic approach—considering investments, cash flow, risk management, and long-term planning—to create a clear, actionable roadmap.
Implementation
Ongoing Review & Support
Ongoing Review & Support
Once you're comfortable with the strategy, we guide you through putting the plan into action. We coordinate all the moving parts, handle the technical details, and ensure everything is set up efficiently and correctly. Our role is to make the process seamless and straightforward so you can move forward with confidence.
Ongoing Review & Support
Ongoing Review & Support
Ongoing Review & Support
Financial planning is not a one-off exercise - it evolves as your life and circumstances change. We provide ongoing support, regularly reviewing your strategy to ensure it stays aligned with your goals. Whether it’s adjusting to life events, market changes, or new opportunities, we’re here to keep your plan on track and give you peace of mind
Our Team
Rob Baker - CEO
Rob began his financial markets career in 1987 and became a qualified adviser in 1993. With extensive experience across stockbroking, trading, and advisory roles at major institutions, he now specialises in long‑term investing, managed funds, ETFs, direct equities, and personal insurance. He holds an Advanced Diploma of Financial Planning and provides advice across investments, superannuation, insurance, and SMSFs.
Phoebe Rowntree - Office Manager
Phoebe oversees daily operations and client experience while studying Commerce at the University of Sydney. Her diverse background and strong organisational skills ensure smooth, efficient office management.
Nick Baker - Associate Adviser
Nick holds Business and Economics degrees from the University of New England. With experience in financial planning, agriculture, and hospitality, he manages administration and reporting with accuracy and attention to detail. Nick is currently training to be an adviser.
Greg Baker - Investment Committee
Greg is an experienced investor and former quantitative analyst with a global career across Hong Kong, Singapore, and Ireland. He now manages his own portfolios and contributes strategic insight and disciplined analysis to our investment committee.
Annabelle Baker - Marketing Manager
Annabelle leads the firm’s marketing, overseeing digital presence, brand strategy, and communications. Currently studying Marketing & Public Relations at Notre Dame, she brings a modern, design‑focused approach to brand development.