Matt Wood
Director / Financial Adviser
Matt is passionate about building long-term relationships with his clients, he provides them with necessary guidance so they can confidently make well informed decisions about their future.
Matt's experience in financial markets, banking, strategic financial planning and accounting spans almost two decades. He specialises in developing tailored strategies for high net worth family groups, successful business owners and up and coming professionals.
Matt’s qualifications include a Bachelor’s Degree in Business, Master’s Degree in Applied Finance and he is also a Certified Financial Planner (CFP®).
Vanja Zoric
Director / Financial Adviser
Vanja has been servicing high net worth individuals and family groups for the majority of his career. His highly analytical process helps clients to optimise their financial position and to implement tailored strategies to assist them in achieving their goals with confidence and clarity.
Vanja specialises in investment portfolio construction and risk management and is invested in building long-term trusted relationships with his clients. Vanja holds a Bachelor’s Degree in Commerce and is a Certified Financial Planner (CFP®).