Our Team

Katie McDonald

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

Alexandra But


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

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.

generational wealth and succession planning

Private Families

financial adviser for women


professional families

Professional Families

strategic wealth adviser

Small Business Owners

perth financial adviser

Get in Touch

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