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family PROSPERITY

Build. Optimise. Embrace.

Regional financial advisers dedicated to helping Australians secure and grow their financial prosperity.

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family PROSPERITY

Family financial advice helps individuals and families build long-term wealth, optimise their financial position, and plan confidently through every stage of life – from early accumulation through to retirement.

A personal financial adviser helps you build and optimise long-term investments aligned with your short-term goals. By planning now, you can embrace future prosperity and safeguard your wealth and business throughout life’s stages

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How do you start building prosperity?

We all have to start somewhere.

The first thing we’ll do is have an honest conversation to clarify your values and vision. We’ll discuss: your personal goals, family and financial wellbeing, and what wealth accumulation means to you—whether it’s investing, traveling, retirement or all three.

“I think without a doubt, the biggest misconception I have seen for young families is that they are too young to start. We all need the right foundations to build solid footings on”.

Chaise Murray

Personal Financial Adviser

 

Chaise Murray

Chaise Murray

Personal Financial Adviser

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Chaise Murray

Chaise Murray

Personal Financial Adviser

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How do you start building prosperity?

We all have to start somewhere.

The first thing we’ll do is have an honest conversation to clarify your values and vision. We’ll discuss: your personal goals, family and financial wellbeing, and what wealth accumulation means to you—whether it’s investing, traveling, retirement or all three.

“I think without a doubt, the biggest misconception I have seen for young families is that they are too young to start. We all need the right foundations to build solid footings on”.

Chaise Murray

Personal Financial Adviser

 

How do you optimise your wealth during the growth phase?

You’ve been saving and investing for some time, making now the perfect moment for a financial wellness review.

We’ll guide you in using your finances to build wealth, plan for the future and enhance your financial health. We’ll explore strategies, explain financial modelling and make sure you’re heading in the right direction for your family.

“This is where I get so passionate; I see so many people work incredibly hard and make many sacrifices along their journey. It is an absolute highlight to help clients find the reward they deserve during the growth phase of building wealth”. 

Traci Bartlett

Personal Financial Adviser

Traci Bartlett

Traci Bartlett

Personal Financial Adviser

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Traci Bartlett

Traci Bartlett

Personal Financial Adviser

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How do you optimise your wealth during the growth phase?

You’ve been saving and investing for some time, making now the perfect moment for a financial wellness review.

We’ll guide you in using your finances to build wealth, plan for the future and enhance your financial health. We’ll explore strategies, explain financial modelling and make sure you’re heading in the right direction for your family.

“This is where I get so passionate; I see so many people work incredibly hard and make many sacrifices along their journey. It is an absolute highlight to help clients find the reward they deserve during the growth phase of building wealth”. 

Traci Bartlett

Personal Financial Adviser

How do you embrace and protect prosperity in retirement?

With your finances organised and a solid strategy in place, it’s the perfect time to explore new opportunities or embrace the next chapter.

Whether it’s the desire to reduce your work load, a career change or the start of a well-deserved retirement, we’ll guide you through life’s changes. As your purpose evolves in the later stages of your working career, we’ll also keep you informed about important updates that could affect you, including:

  • superannuation,
  • tax changes,
  • interest rates.

“We under-estimate the emotional upheaval that can come with embracing the hard work of your working life. Our purposes evolve and the structure we took for granted changes. I love the big questions we need to explore as we step into this next phase of life”.

Martin Hegarty

Personal Financial Adviser

Martin Hegarty

Martin Hegarty

Personal Financial Adviser

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Martin Hegarty

Martin Hegarty

Personal Financial Adviser

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How do you embrace and protect prosperity in retirement?

With your finances organised and a solid strategy in place, it’s the perfect time to explore new opportunities or embrace the next chapter.

Whether it’s the desire to reduce your work load, a career change or the start of a well-deserved retirement, we’ll guide you through life’s changes. As your purpose evolves in the later stages of your working career, we’ll also keep you informed about important updates that could affect you, including:

  • superannuation,
  • tax changes,
  • interest rates.

“We under-estimate the emotional upheaval that can come with embracing the hard work of your working life. Our purposes evolve and the structure we took for granted changes. I love the big questions we need to explore as we step into this next phase of life”.

Martin Hegarty

Personal Financial Adviser

More Regional Australians that have our back

We have worked with hundreds of families and individuals across Australia to help them begin and secure their financial prosperity.

“Great service! They explained everything clearly and helped me understand my finances better. I feel more secure about my future now. Highly recommend them for anyone needing financial advice.”

Pamela Felekos

Regional Business Owner

The team’s expertise and personalised approach have significantly improved our financial confidence. Their clear communication and tailored advice make complex decisions easy

Tim & Helen Gibson

Regional Retirees

“We’re so grateful for their help! They explained everything in simple terms and made us feel secure about our finances. Now, we have a clear plan for our future. Highly recommend their service!”

Bruce & Shirley Widdoes

Regional Retirees

Common questions about family advice

It’s for anyone who wants to be more intentional about their financial future- whether you’re just starting to build wealth, in the growth phase of your career, approaching retirement, or navigating a major life change like selling a business or receiving an inheritance.

There’s no wrong time, but the most common trigger is a life change – a new job, a growing family, approaching retirement, or realising your finances have grown more complex than you can comfortably manage alone. The earlier you start, the more options you have.

A personal financial adviser helps you clarify what you want your financial life to look like, then builds a strategy to get there. That covers investments, superannuation, cash flow, insurance, and retirement planning – coordinated into one plan rather than managed in separate pieces.

A personal adviser gives you advice tailored to your specific situation, goals, and family. Banks typically recommend their own products. Apps give you general tools. An adviser who knows your circumstances can make decisions with you — not just for a generic version of you.

Both. Chaise Murray works with families and individuals in the building phase — earlier in their career and wealth journey. Traci Bartlett focuses on the growth and optimisation phase. Martin Hegarty specialises in the retirement and “embracing” phase. Between them, they cover the full financial life cycle.

Call 03 5232 1200 to book a no-obligation 30-minute conversation — in person at any of our regional offices, or online. It starts with a cuppa and an honest conversation about where you are and what you’re working towards.