Our Team
Katie McDonald
Director and Strategic Wealth Adviser
Katie has over 25 years of experience working with family groups and businesses, and she assists them with growing and safeguarding their assets for future generations. Katie holds an AdvDip. (FP), a BCom (major in Finance), and Financial Planning peak international certification of Certified Financial Planner (CFP).
Alexandra But
Paraplanner
Alex has accumulated diverse experiences from working with independent boutiques to ASX listed financial planning practices. She holds a BCom (Financial Accounting & Corporate Finance). from UWA, and a Dip (FP).
Jenny Sarnejo
Client Manager
Jenny has a Bachelor of Arts degree with a major in Psychology, and she has recently completed a 3-month course in Financial Planning.
Who We Help
Our families seek guidance during pivotal life transitions, be it; embarking on new careers, growing families or businesses, experiencing divorces, or transitioning into retirement.
They also turn to us when their financial assets are in flux. We help when they need to diversify a substantial investment in a single company, sell properties, or streamline their financial portfolios.
Private Families
Women
Professional Families
Small Business Owners
