Enriching people’s lives

Vision and Purpose

We believe that financial well-being can facilitate immeasurable positive outcomes in your life. Having your financial affairs in order can reduce stress and provide security and freedom for your life both now and in the future.

Principles that guide us

Our guiding principles defines how we go about doing our work.

Meet your advisers

Chelsea profile picture

Chelsea Hinde

I began my career in September 2007 and it was possibly the best time to enter the financial services industry as the Global Financial Crisis (GFC) was just unfolding. The lessons I learned through this process are invaluable and have helped form the basis of my investment and advice philosophy.

I hold a Graduate Diploma in Financial Planning and am working towards completing a Masters in Financial Planning. I am a member of the Association of Financial Advisors (AFA) and registered as a Tax (financial) Adviser through the Tax Practitioners Board (TPB).

0431 965 526


View Adviser Profile

Financial Planner of the Year Finalist 2019 Financial Planner of the Year Winner 2022

View Alliance Wealth (FSG)

Tom profile picture

Thomas Robertson

Tom is a financial planner who aims to help clients in building, protecting and transferring their wealth in an efficient manner.

He has 20 years experience in financial services working in leading firms including ANZ, Citibank, IOOF and OneVue.

Tom completed a Bachelor of Commerce at the University of Western Australia and has Graduate Diplomas in Applied Finance & Investment and Financial Planning. He is a Fellow of the Financial Services Institute of Australia and is a Financial Planner AFP member of the Financial Planning Association of Australia.

0411 464 131


View Adviser Profile

Professionalism Award Finalist 2022

View Alliance Wealth (FSG)

Lesley profile picture

Lesley Legg

I have over 30 years of knowledge and experience in Personal Risk Insurance, having worked as a Business Development Manager for a number of insurance companies and for the last 9 years, as a Financial Adviser. My experience on both sides of the business allows me to assist my clients in preparing for unexpected events that may occur within their life’s journey. I work with clients helping to identify their needs, making recommendations and putting the appropriate insurances in place. In the event of a claim, I’m here to support my clients through this process. My passion is to ensure clients understand exactly what cover they have or need, and how it will work to protect them and their families.

I hold a Diploma of Financial Services, and am registered as a Tax (financial) Adviser through the Tax Practitioners Board (TPB).

0407 764 782


View Adviser Profile

View Alliance Wealth (FSG)

The best starting point is to meet in person to answer questions and ask questions.