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Offices & Locations

Offices

• Colac
• Geelong
• Hamilton
• Queenscliff
• Warrnambool

Service Areas

• Anglesea
• Apollo Bay
• Balmoral
• Bannockburn
• Barwon Heads
• Beeac
• Bendigo
• Birregurra
• Camperdown
• Caramut
• Casterton
• Cobden
• Coleraine
• Drysdale
• Dunkeld
• Edenhope
• Heywood
• Horsham
• Koroit
• Lismore
• Lorne
• Mortlake
• Ocean Grove
• Penshurst
• Port Campbell
• Port Fairy
• Portland
• Terang
• Timboon
• Torquay
• Winchelsea

Case Studies

• How one family funded their mother’s aged care — without a fire-sale or a fortune in fees.
• How a Wimmera farming family divided a $13 million enterprise — fairly.
• How a regional business owner sold up, paid no capital gains tax, and retired tax-free.

Journal

• Regional Prosperity named 2026 Practice of the Year (3+ Advisers)
• Financial Advice Isn’t Just for the City – Why Regional Australia Is Leading the Way.

Our Team

• Kane Leersen
• Andrew Conlan
• Martin Hegarty
• Traci Bartlett
• Vicki Kearney
• Angus Uwland
• Chaise Murray
• Dilmi Kasunika
• John Copley
• Tom Ennor