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
Melbourne Team
Anders Torcello
Managing Director
Max Oelhafen
Client Manager
Michael Ly
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.