Our team of financial planning and investment specialists are passionate and motivated in helping you achieve financial success. We value integrity, trust and respect and we apply these values to everything we do, allowing us to provide high quality, personalised financial planning, investment and estate planning services.

Hayden Mortimore:

Our Founder, Hayden is highly qualified and experienced with qualifications including:

• Certified Financial Planner®.
• Diploma of Financial Planning,
• Master of Business Administration

He also has more than 33 years of experience in the financial services industry working in the corporate environment and running his own investment advisory business.

Hayden specialises in investment advice, superannuation & retirement planning, self-managed super funds (SMSFs) and entity advice.

Hayden is an avid footy fan and enjoys going to the gym and swimming. In his spare time, he can usually be found somewhere near the beach on the Sunshine Coast.

Russell Kapeechkin

Our Principal, Russell, has worked in the finance industry since 1998 and is passionate about helping people protect and grow their wealth.  Having dual accounting and financial planning qualifications, enables the provision of specialised advice across different corporate structures and in consideration of respective taxation consequences.

Russell enjoys building and fostering long-term professional client relationships and considers himself a financial partner in his client’s affairs.  Russell holds a Bachelor of Commerce (BCom) and an Advanced Diploma of Financial Planning (Adv. DipFP).

In his spare time, Russell enjoys fishing, boating, playing golf and spending time with his family.

Karlie Stuart:

Karlie is a financial adviser who has worked in the financial services industry since 2011. She is an FPA member and holds a Masters of Financial Planning (MFP) and an Advanced Diploma of Financial Planning (Adv. DipFP).

Karlie prides herself on building long term, valued relationships with her clients and helping them achieve their financial goals. Karlie specialises in providing investment advice, superannuation & retirement planning, and strategic financial advice.

Outside of work, Karlie enjoys spending time outdoors and exploring with her young family.

Anushka Loubser:

Anushka is an associate adviser who has worked in the financial services industry since 2011, she began her career working in various roles in banking before making the move into financial planning in 2016.

Anushka completed a Diploma of Financial Planning in 2016 and is currently studying a Graduate Diploma in Financial Planning. In her role, Anushka offers essential and continuous assistance to our clients, particularly in the execution of financial strategies.

Beyond her professional commitments, Anushka maintains a well-rounded active lifestyle, enjoying activities such as camping, travel, and quality time with her family.