Meet James

James Reynolds, Advanced Diploma of Financial Planning
Director | Financial Adviser

"Since starting in the financial planning industry in 2005, I've seen so much of the industry focused on themselves. Clients weren’t getting what they wanted and what they needed - they ended up with products, but there was no plan, they weren’t achieving their goals. I have a vision for a business that delivers what's missing.”

“Helping people create financial success on their terms is a great feeling. As we work together, I see their life get simpler -  they don’t need to know it all, or do it all by themselves. They can rely on someone to help them make the most of their situation, avoid financial hazards and navigate issues as they come up."

Click here to get in touch with me.

Want to know what my work day looks like? Click here.

“I get the feeling that you get a buzz out of our achievement.”

— Terry | Coolum Beach, Sunshine Coast