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 qualified financial adviser with extensive experience in the financial services sector, having worked in the industry since 2011. She is a member of the Financial Advice Association Australia (FAAA) and holds a Master of Financial Planning (MFP).

She is committed to fostering long‑term, trusted relationships with her clients and is dedicated to supporting them in achieving their financial objectives. Karlie’s professional expertise includes investment advice, superannuation and retirement planning, and thoughtful, strategic financial guidance.

Outside of work, Karlie maintains an active lifestyle and enjoys spending quality time with her young family.

Mary:

Mary brings over eight years of administrative expertise in financial planning, characterised by a warm, professional, and meticulous approach, driving client satisfaction and adviser support.

Prior to transitioning into the financial services sector, Mary worked as a teacher, a role that strengthened her communication skills, professionalism, and ability to build strong, trusting relationships.

Outside of her professional role, Mary values maintaining an active and balanced lifestyle. She enjoys bike riding, spending quality time with her son, Jimi, and engaging with art, football (soccer), and music.

Jane Hillyard:

Jane has over a decade of experience in finance, specialising in complex client situations such as high-net-worth families, multi-entity structures and detailed financial strategies. She provides proactive service to clients and supports our advisers to deliver seamless financial strategies for clients.

Outside of work, Jane enjoys running, rock climbing, and is currently training for her first Triathlon, reflecting her dedication to personal growth and physical challenge.