We were formed in 2009 by Steve, who was frustrated at the lack of 'Money Coaching' options that were available, when he and Melissa went looking for help as they were starting their family. Financial Planning at the time was directed towards Retirement Planning and Investment Advice, but no one was showing people how to properly plan for those big life events and clean up their finances now.
We've been through a couple different versions of ourselves over the last 10 years, but ultimately we settled on what we love doing the most. Helping our clients make smarter, more informed decisions with their money via education and coaching.
Our mentality is that you don't just plan for the future, but create and maintain a great lifestyle now. We also believe this help should be available and affordable for everyone.
I’m passionate about getting gen X and Yers off to a good start with their money. I founded Experience Wealth so I could provide a Lifestyle and Money Goal Planning process that was easy to understand, but at the same time sophisticated enough to help everyday Aussies with some of their big challenges (Buying their first home, starting a family, saving for their education, launching their own business etc).
The world is brimming with individuals and couples trying to dig themselves out of the paycheque to paycheque cycle.
I love helping to free people from being a slave to their next direct deposit and guiding them through a money framework that will set them up for a fun, gratifying future.
Outside of the office you’ll find me rumbling around the backyard with my 3 kids. From cuddles to tears to back to laughing in ten minutes – they remind me what’s truly important and are essentially what ‘wealth’ means to me.
My foray into banking and lending was by chance. A next-door neighbour growing up gave me my first opportunity into banking and lending by taking a punt on me to help out the local bank – an opportunity which I took by the horns and have run with for over a decade.
Over the past 10 years, experience in this sector allowed me to see how common place it was for people to get boxed into a cookie cutter mortgage which more often than not – benefited the lender and the broker, rather than you.
I figured there was no better way to try fix the problem than to be the change I wanted to see, and since then I’ve made it my mission to try beat the banks and lenders at their own game.
I really get a kick out of helping people look out for their own best interest by going into bat for them, then make sure we keep everyone as honest as possible. You should be off doing your own cool stuff, not having to worry about if you’re getting shafted by your lender.
When I’m not doing that, I’m enjoying being outside and getting off the grid. I enjoy spending time hiking, camping, and generally getting away from the big smoke!
I’m passionate about getting Gen X and Y'ers off to a good start with their money. I founded Experience Wealth so I could provide a Lifestyle and Money Goal Planning process that was easy to understand, but at the same time sophisticated enough to help everyday Aussies with some of their big challenges (Buying their first home, starting a family, saving for their kids education, launching their own business etc).
The world is brimming with individuals and couples trying to dig themselves out of the pay to pay cycle.
I love helping people who would say they earn "a decent income", make better use of it, by helping them build a framework to align their values with their goals and ultimately the money they earn, spend and save.
Outside of the office you’ll find me spending time with my wife and 3 kids. They remind me what’s truly important and are essentially what ‘wealth’ means to me.
I've spent most of my career working for large corporations in a variety of roles, but always within financial services. At home though, Steve and I have always discussed our 'vision' for Experience Wealth and its safe to say that every idea, service and offer has been tested on us as a family.
We all have 'money stories' and experiences that shape us. Sometimes we can take our time and plan for them, sometimes they're thrust upon us and we need to move quickly. Having people who understand, who 'get' what you need and have a proven process to help uncomplicate things, can make a world of difference. Where Steve's passion is for helping people articulate, plan and manage their goals - mine is to protect them, and facilitate an Estate Plan that's right for them and their families.
Outside of the office I love cooking, spending time with our boys and trying to be a green thumb (if anyone knows the secret to keeping plants alive longer than a couple of weeks, please let me know!)