About us

  • April Shorter

    Director & Financial Planner

    I bring comprehensive expertise and a client-focused approach to every relationship. I hold a Bachelor of Commerce (Financial Planning) and a Diploma of Management, combining technical knowledge with strong leadership skills essential for exceptional financial guidance. I believe successful planning goes beyond numbers, it's about understanding each client's unique circumstances and crafting personalized solutions aligned with their vision. As a mother to a young family, I relate to the challenges of balancing life and finances which are insights I bring into my work. Outside the office, I enjoy spending time with my family, supporting my kids' sports, and embracing the outdoors.

  • Lachlan Keenan

    Director & Financial Planner

    My approach is grounded in understanding each client’s unique needs and translating complex financial concepts into clear, accessible insights that align with individual goals. With a Bachelor of Commerce (Financial Planning and Accounting) and a strong foundation in retirement planning, investments, and complex strategies, I provide practical, results-driven advice. My passion for investment markets, paired with strong interpersonal skills, helps clients feel confident and live without financial worry. Outside work, I enjoy coastal living, travelling and golf, bringing balance and real-world perspective to my advice.

  • Barney Proctor

    Director & Financial Planner

    I’m passionate about helping clients achieve their financial goals through practical, personalised advice. With a Bachelor of Business in Finance & Economics and a Graduate Diploma of Financial Planning, I specialise in superannuation, retirement planning, cash flow management, and investment strategies. My approach focuses on building strong, long-term relationships and delivering outcomes aligned with each client’s unique circumstances and aspirations. Committed to ethics and putting people first, I proudly support the Financial Planners and Advisers Code of Ethics and am a member of the Financial Planning Association of Australia. Outside work, I enjoy family time, playing guitar, and exploring the outdoors.

About our business

Trusted Advice and Genuine Relationships

We are a financial planning practice built on experience, integrity, and long-term relationships. With over 30 years of combined industry experience, we help individuals and families make confident financial decisions, knowing they are supported by advice that is thoughtful, transparent, and genuinely in their best interests.

Advice That Puts You First

Everything we do starts with one principle: our clients come first. We take the time to understand your goals, values, and concerns before offering advice. This allows us to provide clear, practical strategies that are tailored to your circumstances, not generic solutions or product-driven recommendations.

Experience You Can Rely On

Our advice is grounded in deep technical knowledge and years of real-world experience. We stay current with legislative change, market developments, and best-practice strategies, ensuring our advice remains relevant and reliable as your life and financial needs evolve. As registered members of the Financial Planning Association of Australia (FAAA), we are committed to professionalism, ethical advice, and accountability.

Clear, Honest Communication

We believe great advice should be easy to understand. That’s why we communicate clearly, avoid unnecessary jargon, and explain your options so you can make informed decisions with confidence. Our role is not just to plan, but to guide, educate, and support you over time.

Our Commitment

We are committed to acting in your best interests, building lasting relationships, and helping you achieve clarity and confidence in your financial future. When you work with us, you can expect thoughtful advice, genuine care, and a partnership built on trust.