Our purpose...
To revolutionise retirement planning with a burst of energy and a dash of the extraordinary.
We craft bold, personalised, lifestyle financial plans with passion, purpose, and a hint of rebellion to transform your retirement dreams into reality.
Dare to be different with us...
Our values...
Together we achieve the remarkable
​
Rockstar level excellence
​
Inspired by personal growth
Be the change
​
Embrace the adventure of living
3.
Meet your team...
.png)
Casey Mills
Managing Director & Chartered Financial Planner
Samantha Bird
Practice Coordinator
Lauren Turner
Paraplanner
.png)
Dan Haylett
Director, Head of Growth & Financial Planner
Connor Griffiths
Paraplanner
Carole McMahon
Compliance Consultant
Compliance & Training Solutions
.png)
Olivia Maynard
Operations Director
Curtis Berry
Client Experience Manager
Nicki Hinton-Jones
Head of Investment Committee
CIO Timeline Portfolios
Neil Bage
Outsourced Chief Behavioural Officer
Shaping Wealth