About us

Who we are

We are a financial planning business based in Wollongong and have been providing professional planning advice since 2004.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

Meet Our Advisers

Bernard Begg

Managing Director/Senior Partner

Rick Nicholson

Senior Financial Planner

Gareth Adams

Senior Financial Planner/Partner

Mark Anderson

Senior Financial Planner/Partner

Stuart Gilchrist

Senior Financial Planner/Partner

Andrew (Jian Yi) Lao

Senior Financial Planner

Support team

Trudy Donnelly

Implementation and Compliance Manager

Anil Chaudhary

Paraplanning Manager

Belinda Johan

Client Services Manager

Sean Butcher

Client Relationship Consultant

Lauren Swain

Practice Manager

Emmanuel Casquejo

Senior Financial Planning Assistant

Anna Baya-On

Financial Planning Assistant

Jaica Macamay

Financial Planning Assistant

Nikka Alvar

Financial Planning Assistant

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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Get Started

Come and chat with us about how we can help.

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