The 10 Pillars of our Foundation
→ Learn more about the Wealth Pyramid™ and Service Cube Framework
Michael O’Hara | CFP®
Director & Senior Adviser
John Claessen
Director & Senior Adviser
Simon Tomkinson | CFP®
Director & Senior Adviser
Kerry Franklin
Adviser & Credit Rep
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Whether you need a forensic Blueprint Review or strategic direction, we are ready to help.
Michael O’Hara | CFP®
Director & Senior Adviser
Michael leads our investment committee and specializes in complex strategy and evidence-based portfolio construction.
Universality: He believes high-quality foundational planning should be accessible to all, reflected in our $1,320 entry point.
FAAA Member ID: 011027.
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John Claessen
Director & Senior Adviser
A partner since 1996, John focuses on wealth preservation and the Service Cube for retirees.
His prior career in Physiotherapy provides a unique, disciplined perspective on financial longevity.
Simon Tomkinson | CFP®
Director & Senior Adviser
Simon specializes in technical architecture and tax-effective structures. He has been a partner since 1996.
Kerry Franklin
Adviser & Credit Representative
Kerry ensures liabilities are structured as efficiently as assets, turning debt into a strategic tool for wealth creation.
Corporate Credit Representative (No. 368362) of BLSSA Pty Ltd.