People Behind the Advice
Meet the Team
A small, experienced team working together to make financial planning clear, personal, and carefully considered.
Team members
James Hayes
Principal
I’ve been a financial adviser for 15+ years, working with locals across the Sutherland Shire, Inner West, and Sydney. Before that, I studied economics at the University of Sydney and completed my Diploma in Financial Planning at Kaplan.
James Hayes on LinkedIn (opens in a new tab)
Henry Hayes
Happiness Officer
Henri is a black cavoodle and the office’s official Happiness Officer.
Doesn't do social media