YOUR FINANCIAL ADVISERS
Hamish Zerbe
Financial Adviser / Director
Hamish has been helping individuals and families make confident financial decisions for more than 20 years.
He believes good financial advice starts with understanding what is important to each client, where they want to be in the future, and putting in place a clear and considered strategy to help them get there.
Hamish works with clients across different stages of life, from those building and protecting significant wealth through to people preparing for or enjoying retirement. He has particular expertise in investment and portfolio management, superannuation and SMSFs, retirement planning and personal protection.
Hamish has extensive experience working with clients whose financial affairs have become more complex over time and takes a highly personalised approach to managing their wealth. This can include structuring their financial affairs in a tax-effective manner, protecting what they have built and planning for the transfer of wealth to the next generation. He takes pride in building long-term relationships and providing ongoing advice as his clients’ circumstances and priorities evolve.
Hamish holds a Diploma of Financial Advice and a Master of Commerce majoring in Financial Planning and is an Accredited Direct Equities and SMSF Adviser.
Hamish lives in Millswood with his wife and is a proud father of three boys. Outside work, he enjoys fishing, AFL, golf and gardening.
Ben Newbold
Financial Adviser / Director
Ben has 21 years of experience in the financial planning industry. He has worked for large institutional banks, boutique advice firms and has been delivering holistic advice solutions to clients for more than 19 years.
Ben prides himself on exceeding expectations and providing quality education to his clients around their financial matters, enabling them to make sound and informed decisions.
Ben provides expert and detailed advice in the areas of superannuation, retirement, wealth creation, insurance and Centrelink. He also provides specialist advice in Aged Care strategies to help maximise benefits and minimise aged care fees.
Highly qualified in financial matters Ben holds a Diploma of Financial Planning, a Bachelor of Banking and International Finance and is both an Accredited Direct Equity and SMSF Adviser. He is passionate about using the knowledge he has built up to help clients get to where they want to be.
Outside of work Ben is heavily involved in sport, and is a proud Life Member of both Unley Football Club and Sacred Heart Old Collegians Cricket Club. He enjoys spending any spare time with his wife and chasing after their three children.
Mark Humphris
Financial Adviser / Director
Mark has been involved in the financial services industry for 21 years and has a wide array of experiences that he draws on in giving great advice. Mark believes strongly that personalised advice and guidance together with a very high attention to detail provides clients with the best opportunity to meet their financial and lifestyle goals.
Mark is a strategic thinker and specialises in helping clients initially review and build the right asset and debt structures, before providing detailed advice in the areas of superannuation and investments, cashflow management, family protection and insurances and Centrelink strategies. Mark has had great success in helping people identify and implement opportunities to adjust their cashflow, assets and liabilities to prepare and transition into a great retirement without any financial stresses.
Mark holds a Diploma of Financial Planning, Bachelor of Business (Banking and Finance) and is Listed Security accredited.
When not at work Mark spends time with his young family, enjoys attending sporting events or a quick getaway to the family farm on weekends.