A little about out history first. We were formed in 2009 by Steve, who was frustrated at the lack of options we he himself went looking for help as he looked to start his family. 'Traditional Advice' was more directed towards Retirement Planning and Investment Advice, but no one was showing people how to 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 exited Financial Advice and settled on what we love doing. That is helping our clients make smarter, more informed decisions with their money via education and coaching.

Our mentality is that you need to not just plan for the future, but create and maintain a great lifestyle now. We also believe this help should be available to everyone – not just the select few that can afford to pay thousands of dollars to access it.

Steve Crawford

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.

Bret Mullavey

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!

Steve Crawford

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.

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Bret Mullavey

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!

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Elaine Cubacub

Elaine has been with us since 2017 as our Client Experience Manager.

She is our resident Xero and Moneysoft guru and is the face of our Money Management Program.

She has an Accounting Degree and is responsible for ensuring all our clients' spending and savings information is accurate, on track and live via our two Money Management programs we use (Moneysoft and Xero).

Elaine will help guide you through getting set up, working through the cashflow targets as well as the tracking and reporting work for our clients.

Apart from an excellent work ethic which ensures quality at all times, her accounting background brings a focus on getting the numbers right.

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