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Our Team Are Here For You...

27+ Years Of Experience

Our clients include families, employees, professional service providers and owners of small to large businesses. Our experience in financial planning started in 1996 in Adelaide and more recently expanding to Camberwell, Melbourne. The one thing our clients usually have in common is they are busy people who can find it hard to find time to address important questions and make plans for their financial future.

We help by helping them to look at the big picture around their financial future and then implement strong plans that ensure they reach their financial goals.

We’ve found the biggest mistake people can make is in assuming they don’t have the income or financial assets to prepare a plan. We just love it when our clients express their delight at discovering the financial goals they can achieve with sound professional financial planning.

We welcome your enquiry. In fact our first meeting where we can discuss your current financial position and your future goals or dreams won’t cost you anything.

Meet Our Team

Mark Butters

Mark Butters

Director / Financial Planner

A proven, results driven professional with a wide range of experience in Financial Planning with his clients in Adelaide and now also in Melbourne since January 2021.

My key strengths are in financial planning for singles, couples, families, business owners, professionals, executives, trade and construction industry and business owners of all types in delivering customised solutions to ensure clients achieve their financial goals in preparing you for a brighter future with financial wellness and wellbeing.

This can be in wealth management, investments, superannuation, retirement planning and personal insurance protection. I am passionate about helping people protect their families and assets and building wealth. I have the ability to work with diverse individuals and teams in any setting and provide a service that truly exceeds client expectations. With over 27 years combined experience in the industry I believe my skills sets are in understanding you personally with having myself having owned a business, company, family trust, married for 30 years to Julie and having children in understanding and being relatable in preparing you for a brighter future.

Outside of working Mark is a passionate Adelaide Crows supporter and now for past 3 years playing lawn bowls in Melbourne for Burwood District Bowls Club.

Andre

Andre Di Matteo

Financial Planner

As an adviser to young families, business owners, pre-retirees & retirees, Andre provides guidance, a sounding board of the options available and things to think about when taking the steps to wealth creation.

His approach is to take the time to understand you – your situation, your needs and your aspirations. Then he will help you define your financial goals and your vision of a secure financial future.

With your input, he designs a Financial Plan tailored to move you closer to your financial goals – cutting through the noise that is wealth & risk management and helping to provide you with security, freedom and confidence to lead your best life.

Many of his clients have commented on the high standard of service that they received from himself and his team. They are committed to building strong relationships with their clients with the view of becoming their trusted adviser, long term.

With years of experience and knowledge in Financial Services, you can be confident Andre can help you towards your version of financial success!

Andre is proud to be a member of the Financial Advice Association of Australian (FAAA) AFP ®, Bachelor of Accounting (Corporate Finance). ICSF Specialist SMSF accreditation and bachelor’s in Commerce: Accounting (Corporate Finance).
Away from the office Andre enjoys experiencing the beautiful sights and sounds South Australia has to offer, is an avid football fan and keeps fit playing soccer at his local club.

Proud Sponsor of the Burwood Bowls Club