Meet the People Behind Your Financial Future

We're not just financial advisors – we're your neighbors, your advocates, and your partners in building a secure retirement. Each member of our team brings unique expertise and genuine care to help you navigate the complexities of retirement planning.

Our Team Spotlight

Every financial journey is personal, and so is our approach. Get to know the experienced professionals who will guide you through every step of your retirement planning journey, from initial assessment to ongoing support.

"I've helped over 500 Australian families secure their retirement dreams since 2018. What drives me is seeing that moment when clients realize they can actually afford the retirement they've always wanted."

Michael Chen

Senior Retirement Planning Specialist

Michael joined our team in 2018 after spending eight years with one of Australia's largest superannuation funds. His expertise lies in translating complex superannuation rules into actionable strategies that real people can understand and implement.

Superannuation Strategy Tax Planning Estate Planning Risk Management

Recent Achievement

In 2024, Michael helped restructure retirement plans for 127 clients, resulting in an average of ,000 additional retirement savings through strategic superannuation contributions and tax optimization.

"Financial education shouldn't be intimidating. I break down complex concepts into simple, actionable steps that anyone can follow, regardless of their starting point."

Sarah Williams

Financial Education Director

Sarah brings 12 years of financial planning experience to our team, specializing in retirement education and wealth building strategies. Before joining groupnuvexia, she worked as a senior financial planner with a boutique firm in Melbourne.

Investment Planning Budget Optimization Debt Management Pension Planning

Educational Impact

Sarah has conducted over 200 retirement planning workshops across NSW since 2020, educating more than 3,000 Australians about superannuation basics and retirement preparation strategies.

"Understanding aged care planning isn't just about finances – it's about dignity, choice, and ensuring your family has the support they need during challenging times."

Robert Taylor

Aged Care Planning Specialist

Robert specializes in the complex intersection of aged care and financial planning. With 15 years of experience in eldercare financial services, he helps families navigate aged care funding while protecting their retirement savings.

Aged Care Funding Centrelink Benefits Asset Protection Healthcare Planning

Specialist Expertise

Robert has successfully helped 89 families navigate aged care transitions in 2024, securing appropriate funding arrangements while preserving family wealth and ensuring quality care options.

Our Collective Commitment

Together, our team represents over 35 years of combined experience in Australian financial services. We've weathered market downturns, celebrated client successes, and continuously adapted our strategies to meet changing regulatory requirements.

But here's what really sets us apart – we live and work in the communities we serve. We understand the unique challenges facing regional Australians when it comes to retirement planning, from limited access to financial services to the specific needs of rural and farming communities.

Local Understanding

We understand regional Australia's unique financial landscape, from seasonal income variations to property market dynamics that affect retirement planning.

Ongoing Education

All team members complete minimum 40 hours of continuing education annually, staying current with superannuation changes and tax law updates.

Client-First Approach

Our fee structure is transparent, our advice is tailored to your specific situation, and we measure success by your financial confidence and security.

Ready to Start Your Retirement Planning Journey?

Our team is here to provide personalized guidance based on your unique circumstances. Schedule a consultation to discuss your retirement goals and learn how we can help you achieve them.

Schedule Your Consultation