Who we are

Who we are

We are not your average firm of Financial Advisors. We’re much, much more than that. We understand that our clients don’t see the acquisition of wealth as the sole purpose of making smart investments. Most people are looking for their portfolios to deliver something more than just a great return.
We’ve built up an ethos that isn’t just based on financial excellence, but our own life experiences too. We recognise that the journey we all take is a meandering wander path through ups and downs, rather than just an arrow-straight sprint towards the finish line.

Our Mission

We provide expert financial planning not because it’s ‘just a job’, but because we believe that it can help our clients achieve much more with their lives. This isn’t about having enough money to pay the mortgage or your children’s university fees, but being able to explore, discover, and expand your horizons without worrying about how you can afford to do so. If every journey begins with a single step, then sound financial planning helps to put a decent pair of shoes on your feet, so you can make that journey in comfort!

The result of shifting our approach to being client-centric rather than results-focused is that the returns have been extraordinarily successful. This makes our job much more rewarding than the usual financial advisors role, and encourages us to try harder, deliver more and ultimately take that journey with you.

Our Team

With more than 60 years of experience serving clients nationwide, our team is dedicated to help our clients and our community. 

Jonathan Moore

Jonathon is a founding partner who specializes in contentious litigation. Jonathon is also an avid traveler and scuba d

Aida Maxell

Aida is a partner with more than 20 years of experience in real estate law. Aida plays tennis, reads and runs marathons. 

Stephen Arian

Stephen focuses on personal injury cases. Prior to his law career, Stephen was a semi-professional basketball player.

Nora Martinez

Nora is an associate at the firm, and focuses on mediations and pre-arbitration hearings. She is fluent in six languages.
Share by: