Client Experiences

Chris Mathews

23

Actuary / Soccer player

Richard Simeon

64

Real estate company director/ father to 4 kids in university

Daniel Maurice

70

Retired diplomat & IT director, Grandfather to 3 grandchildren

Trevor Matthews

70

Actuary & companies director, Father of two sons in their early 20s

Phil

55

Physio/Chiropractor
Rugby player

Fadi Kassis

40

Financial investments director, Father of 3 teenagers

Royce Brennan

67

Investment Banker
Competitive Sailor

Eugene Trautwein

43

IT company director, Father of 2 boys in junior school

Kirsten Ghandi

42

Mother to 3 teenagers
Avid horticulturists

Gus Cameron

35

Investment company director, Father of 3 young boys

Ky Woods

17

Professional athlete motocross

Manda Trautwein

33

Financial services company director, Mother of 2 boys in junior school

Damien Hayson

24

Financial Broker

Simon Fenwick

Retired investment banker / philanthropist

Fran

55

Financial investment director/ keen road cyclist

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