Who We Are
We are Financial Planners who genuinely care about our clients. We partner with Families as source of expertise and professional guidance to live your best life today, with a plan for your future. As a team, we ensure our clients financial journey flows effortlessly from one stage of life to another.
Together we bridge the gap between Financial Problems and Future Possibilities. We move FORWARD. TOGETHER.
Nic Jolly specializes in guiding double income families to successfully make the most important decisions around their wealth. His focus is to attain peace of mind within his clients' current finances and then progress his clients' strategies for accumulating long term wealth.
Nic is committed to work with his clients to move forward. Together.
Outside of the office Nic is an avid field hockey player, Teammate, and community member of North Coast Raiders Hockey Club.
Graham has over 20 years’ experience in financial planning and has developed a reputation for giving sensible, practical, and trustworthy advice. As well as his extensive experience, he has a Bachelor of Business, a Diploma of Financial Planning and is a CPA.
He enjoys working with medium to large sized family businesses and specialises in structuring estate planning, taxation advice, and effective Financial Planning strategies.
In his personal time, Graham enjoys cricket, AFL, and red wine.