about us

A comfortable retirement is life changing.

This is the mission that empowers our team everyday

To improve lives by finding every way possible to improve your future retirement. Our team have helped over 10,000 people review their super.

Dedicated service and customer support. Committed to your best interest and healthy financial future.

Our family owned and operated business is located in the heart of Brisbane. But we work with Australians from Perth to Sydney.

our values

Client Focus

Our cornerstone is to serve your best interests. The purpose of our business is to serve every Australian and help them on their financial and retirement journey.

Integrity

Our clients place their trust in us. Integrity is number one in all we do. Without that, we wouldn’t have your trust and we will work everyday to show you just how much we value that.

Excellence

The basis of that trust is built on excellence. Our team have decades of experience in superannuation support. We only hire the best and are constantly learning and growing as a firm so we can deliver excellence to you.

CARE

What separates us is that super isn’t a passing fancy or way to pay the bills. We are obsessed with the subject. We care deeply about super on both a technical and emotional level.

meet our team

Leadership

Shay Brown

Co- Founder

Sam Saad

Co-Founder

Sean Wolfe

Chief Executive Officer

Jason O'regan

Chief Operations Officer

Jasmine Bartz

Chief Operations Officer

Brisbane Team

Min KIm

Managing Director

James Thomas

Client Manager

Amelia Jarvis

Research Specialist

Tania Woods

Research Specialist

Kureelpa Team

Rachel king

Managing Director

Lucca transom

Client Manager

Nambour Team

Jack Stanaway

Managing Director

liam young

Client Manager

Tim bray

Client Manager

thomas carter

Client Manager

Cameron Warnes

Client Manager

Samuel klemens

Client Manager

Shane McDowell

Client Manager

Emily brennan

Client Manager

ready to review your super?

Get in touch today and receive a call from one of our team members.