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. I'm an Associate Member of the Financial Planning Association of Australia (FAAA) and contribute to the local FAAA committee. 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

New Era in Financial Planning
With over 30 years of combined experience, our practice represents a new breed in the financial planning industry. We've built our foundation on deep knowledge and expertise, but what truly sets us apart is our unwavering commitment to doing right by every client who trusts us with their financial future. 

Client-First Approach
Our philosophy is simple yet profound: every decision we make, every strategy we develop, and every recommendation we provide is filtered through one essential question – "Is this truly in our client's best interest?" This client-centric approach drives everything we do and forms the cornerstone of our practice.

Knowledge Meets Innovation
We combine decades of industry wisdom with fresh perspectives and innovative approaches. While we respect traditional financial planning principles that have stood the test of time, we're not bound by outdated practices. Instead, we embrace modern tools, evolving strategies, and contemporary thinking to deliver solutions that truly serve today's financial landscape.

Redefining Professional Standards
As part of the new generation of financial planners, we're committed to elevating industry standards. We believe in complete transparency, clear communication, and genuine partnership with our clients. Gone are the days of complex jargon and one-size-fits-all solutions. We speak plainly, listen actively, and craft personalised strategies that make sense for each individual situation.

Our Promise
Our extensive experience ensures we have the knowledge to navigate any financial challenge, while our fresh approach guarantees that your planning experience will be engaging, understandable, and ultimately successful. We're not just your financial planners – we're your advocates, committed to helping you achieve the financial future you deserve.