Visia specialises in advice to young professionals, small business owners and SMSFs. Kora is a highly awarded adviser who has received numerous awards, including Horizon’s Financial Group Planner Awards in 2009 and 2010, as well as AMP’s WA New Planner of the Year Award in 2011.

Wealth Element’s focuses on financial strategies for couples and busy families. Dean is a financial planning advocate who coaches his clients in building strong financial foundations in their home with communication, transparency and mutual direction.

Steve helps advisers learn how to have great budgeting & cashflow conversations with clients. Steve has had hundreds of these kinds of client conversations over the years, making him ideal to help you understand how to apply the lessons into your business.

Tony is a leading adviser in Adelaide, running a holistic planning firm specialising in tailored strategies. With over 25 years in advice, those that work with Tony know he is a huge advocate for the planning industry and is always willing to mentor planners where possible.