About us

Who we are

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals.

Together Brett and Jeff have over 60 years’ experience in the Financial Services industry. Not only does this set them apart from other financial planners it also means they have a comprehensive understanding of the industry.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

Both Brett and Jeff gained invaluable experience with National Australia Bank through roles covering all aspects of the industry from home loans to corporate and business banking in Branch and Relationship Manager roles.

Throw in an executive role as Financial Controller of Australia's first internet and mail order pharmacy for Jeff and with Brett owning and running a small family business for many years, they have the real world experience that is needed to understand your needs and provide the right advice.

Our aim is to build long-term partnerships with our clients and help you create and protect your wealth and lifestyle.

So, whether you are approaching retirement, starting a business, changing careers or looking to refinance the home loan, we can help you.

We specialise in:

  • Retirement planning
  • Financial planning
  • Home Loans & investment loans
  • Loan structuring
  • Budgeting
  • Banking solutions
  • Investment planning
  • Superannuation
  • Life and Income protection insurance

Meet our team

Jeff Bartlett (Practice Principal)

CERTIFIED FINANCIAL PLANNER®, Fellow Institute of Public Accountants, MFAA, FPA

Brett Stokes

ASSOCIATE FINANCIAL PLANNER®, MFAA, AFA, FChFP

Kate Gillam

John Coupe

Senior Mortgage and Finance Manager, MFAA, Cert IV FMB

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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Come and chat with us about how we can help.

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