Our Team

Our Team

Nick Dangerfield Dip FP, Dip Bus (Market)

Qualifications and Experience

Nick has over 20 years’ experience in financial services becoming a financial planner in 1997. He has experience in the areas of retirement planning, superannuation and investment wealth creation and personal insurance advice. 

Nick advises both new and existing clients in the areas of wealth creation, wealth preservation & Insurance, wealth distribution, debt reduction, superannuation and retirement planning, taxation planning all with the core aim of assisting Clients achieve their lifestyle and financial goals.

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Edward Belfort

CEO, Founder

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Edward Belfort

CEO, Founder

team5-1.jpg

Edward Belfort

CEO, Founder

Sample Someone

Director

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