Our People

Our team of advisers partner with business owners and professionals to help them grow and protect their wealth.

  1. Matthew Gates – Managing Director (ASIC adviser number 235260)

Matthew has an Advanced Diploma of Financial Services (Financial Planning).  Matthew has been involved in the Financial Services industry since 2001 and is authorised to provide advice in the following specific products/strategies: 

  • Business Succession & Estate PlanningMatthew Gates Photo
  • Key Person Insurance - Revenue, Capital & Goodwill
  • Director's Guarantee Insurance
  • Income Protection Insurance
  • Life Insurance
  • Trauma Insurance
  • Total & Permanent Disability Insurance
  • Business Expense Insurance
  • Personal Superannuation, SMSF & Investment Solutions
  1. Karen Gates - Practice ManagerKaren Gates
  • Adviser Support
  • Business Analysis
  • KPI Reports
  • Myob & Xero Consulting