Build Your Career With Us
We're looking for people who care about helping Australian families navigate their financial journeys. If you're ready to make a real difference and grow with a team that values genuine relationships, let's talk.
Get In TouchOpen Positions
We're growing our team and have opportunities across different areas. Each role offers something different, but they all share one thing – you'll be working directly with clients who need real support.
Client Relationship Advisor
You'll be the main contact for clients working through financial decisions. This isn't about pushing products – it's about listening, understanding what matters to them, and finding solutions that actually fit.
- Build lasting client connections
- Guide financial planning conversations
- Coordinate with our specialist teams
- Support clients through life changes
Financial Planning Specialist
Work with clients on bigger picture planning. You'll help people think through retirement, education savings, property decisions – the stuff that keeps them up at night.
- Create personalized financial strategies
- Run review sessions with clients
- Stay current with regulations
- Collaborate on complex cases
Client Support Coordinator
Behind every smooth client experience is someone making sure nothing falls through the cracks. That's this role. You'll keep things organized, follow up on details, and be the person clients can rely on.
- Manage client communications
- Schedule appointments and reviews
- Process documentation accurately
- Handle client inquiries promptly
What It's Like Working Here
We're not going to pretend we're perfect. But we do try to create a place where people can do their best work without unnecessary stress.
Most of our team has been here for years. That tells you something. People stay because they feel supported, they see opportunities to grow, and they know their work matters to real families across Australia.
We meet every week as a team. Sometimes it's to solve problems, sometimes to celebrate wins, and sometimes just to check in. The door to management is always open – literally.
Flexibility That Works
Life happens. We get it. Hybrid work options and reasonable hours that respect your time outside the office.
Real Development
Professional development budget, regular training, and mentorship from people who've been in your shoes.
Support When Needed
Mental health resources, wellness programs, and a team that looks out for each other.
Fair Compensation
Competitive salaries reviewed annually, superannuation contributions, and performance recognition.
Meet Some of Our Team
These are just a couple of the people you might work with. Everyone here has their own story about why they chose financial services and what keeps them going.
Petra Lindqvist
Senior Financial AdvisorI joined in 2019 after working at a big bank. The difference here is night and day – I actually have time to get to know my clients. Last month, I helped a couple retire early. That's why I do this.
Siobhan Rafferty
Client Relations ManagerStarted as a support coordinator three years ago. Now I manage a team of five. The growth opportunities here are real if you're willing to put in the work and learn from people around you.
Our Hiring Process
We try to keep this straightforward. No endless rounds of interviews or weird personality tests. Just honest conversations to see if we're a good fit for each other.
Application Review
Send us your resume and a short note about why you're interested. We read everything that comes in. Usually get back to people within a week.
Initial Conversation
Quick phone chat with our HR coordinator. Nothing formal – just getting to know you a bit and answering your questions about the role and company.
Team Interview
Meet with the people you'd actually work with. We'll ask about your experience and how you handle different situations. You'll get a feel for our team dynamics.
Decision
We aim to make decisions within two weeks. If we think you're right for the team, we'll make an offer. If not, we'll let you know and provide feedback.
Ready to Join Our Team?
We're accepting applications now for positions starting in mid-2025. Whether you're experienced in financial services or looking to transition into the industry, we'd like to hear from you.
Send Your Application