We believe
We all only have one precious shot at this life and it is our greatest mission, to see you live yours on purpose - fulfilled and financially free to pursue whatever it is you choose.
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Bringing fresh, honest advice, backed with genuine and personalised care. Partner with our extensive experience and we'll be in your corner, walking the journey with you living your best life.
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We look forward to sharing the ride with you - contact us today and let's get started...
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Tim Wortlehock
Senior Financial Adviser
GradDipFinPlan CFP® LRS®
Areas of Expertise
Insurance
Investments & Savings
Retirement
Superannuation
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​I work alongside our clients to help them achieve their ideal life. My key areas of expertise are in retirement planning, superannuation, personal insurance and developing wealth creation strategies. I am a firm believer in education. My qualifications include a Graduate Diploma of Financial Planning as well as being a Certified Financial Planner® and a Life Risk Specialist® (FPA). I was also awarded the 2007 Paraplanner of the Year for Western Australia (the world has changed a fair bit since then though).
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Lyndsay Wortlehock
Client Support and Admin
Areas of Expertise
After a long career as a senior financial adviser, I now assist Tim with providing support to our clients.
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I spend my time providing clients with the administrative (lots of paperwork) and ongoing care as they build and protect their wealth. Having worked with clients for over 30 years, I have a unique understanding of what our clients need and we strive to ensure our clients can live their best life.
Leanne Wortlehock
Client Support and Operations Manager
Areas of Expertise
Supporting and caring for our amazing clients and helping them with all things admin.
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Keeping the office running smoothly and making sure we always have good coffee.
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​Working for many years in financial services, including accounting and financial planning practices, means I have deep understanding of the needs of our clients and can help them achieve their desired outomes. I'm well versed in a wide range of financial products and providers (including Centrelink), so can help clients navigate the increasing complexity of their financial arrangements.
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