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About us


Jonathan Elliot
Adviser, Managing Director
Cyclist

Tea Tree
lat -42.686959
long 147.332153

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About us


Jonathan Elliot
Adviser, Managing Director
Cyclist

Tea Tree
lat -42.686959
long 147.332153

Waking early to the feel of road under rubber. A ribbon of bitumen stretched out forever, wind on one cheek and the sun on the other. There’s a freedom to riding. No bubble of glass or metal. No sound of engines, just the rush of air and the whir of peddles. Alone, but never lonely. Dwarfed by fields and hills in golden hues — a big old world, but immersed in it, connected to all of it. The feeling of being part of a picture — cinematic — life sliding by in a single dolly shot. Riding for the sheer joy of it, but also the challenge — and no race as challenging as the Transcontinental. Uncharted and unassisted. No route, no support. 150 riders shake hands in London and make their own way east. Many fail. Less than half will finish in Instanbul — but you will. Because you trained hard. You prepared; committed. Because failure, for you, was never an option. Because you believed in the pursuit of something remarkable.

Remarkable.

Such a throwaway word, isn’t it?
Overused.
Overhyped.
Often — underwhelming.

“Worthy of being, or likely to be noticed, especially as being uncommon or extraordinary.” — Merriam-Webster

Uncommon.
Extraordinary.
Worthy of remark.

The thing about remarkable is it looks different to all of us:

Remarkable is riding a race across Europe; uncharted, unassisted.
Remarkable is bringing to life a garden that flourishes through brutal winters and harsher summers.
Remarkable is creating restaurant quality meals every night to feed the family.
Remarkable is achieving the financial security to pursue your passion.

In just twelve short years, we’ve forged the most uncommon of companies:

A complete financial solutions company, based in the humblest of cities — but recognised as a national leader.
Helmed by adventurers, explorers and folk who live extraordinary lives.
Not just achieving targets, but surpassing them — time after time.
Helping businesses and individuals achieve the financial security and prosperity to be all they can be.

Founded in 2003 by Michael Spinks, Jonathan Elliot and Rob Adams on the vision that true success lies in building remarkable futures — for our people, our clients, and our stakeholders. A company based on an unwavering belief that extraordinary is possible.

Today, we’re driven by a team of incredible people — different in many ways, but with a shared purpose. Because of them, we’ve grown, won awards, excelled. But of all our achievements — we consider the most remarkable to be the success of our clients. They’ve grown, won awards, excelled. And all of them dared to chase remarkable futures.

Will you join us? 

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Our team


Corinne Hamilton
Senior Associate Adviser
Golfer

Royal Hobart Golf Club
lat -42.857655
long 147.497828

Our team


Corinne Hamilton
Senior Associate Adviser
Golfer

Royal Hobart Golf Club
lat -42.857655
long 147.497828

Golf. It’s the cruelest of sports — three games in one; long, short, close — each one unique. Hundreds of hours; thousands of balls. A never-ending quest to conquer the counterintuitive complexities of the swing! To be a golfer is to be a paradox. A game that demands a competitive spirit — both to beat others, and to better yourself — but also humility and humour in the face of inevitable defeat. It takes perseverance, patience and practice — while understanding perfection is impossible. It’s a game that cannot be mastered, but offers infuriating glimpses of greatness. To be a golfer is to know all these things and love the game for all that it is. It’s a Sunday morning with fresh mown grass in the air and the clip of club on ball — white against blue in a long, slow arc. It’s a business meeting; a bucks day bonding. A lifetime of moments spent pursuing a passion.

Our people are what makes us unique. A talented bunch — both in their work and play — that pursue the things they love with boundless enthusiasm.

And while they share an eager approach to life and a common purpose, it’s the diversity of their expertise that allows us to offer truly comprehensive advice. Our clients benefit from not just one mind — but many. No jack-of-all-trades here — but many masters, each with a wealth of specialist knowledge.

 

Accounting & Taxation

Wealth Advice & Wealth Protection

Operations

Client Service

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Recognition


Sean Devenish
Adviser
Pilot

Cambridge Aerodrome
lat -42.829329
long 147.475544

Recognition


Sean Devenish
Adviser
Pilot

Cambridge Aerodrome
lat -42.829329
long 147.475544

Throughout our history we’ve dreamt of flying. Literally. Metaphorically. Shoot for the stars; head in the clouds — as close a symbol for aspiration and achievement as there is. There’s something about the sky that entices and seduces. That big blue dome above and around us, suggesting freedom — to be up there, going anywhere. And although we realised the dream decades past, there’s still the thrill of adventure. Breaking through clouds and into the sunlight and time just… stopping. A split second where everything changes — expands — the sky below, and the ground a long, long way beneath it. The world from a whole new perspective. For light aircraft pilots, every sensation is heightened. More connected; more pure. It takes a special sort to conquer the clouds — bravery backed by smart decisions. Confidence in choices where there’s no room for error. An ambition unbridled by trivialities like gravity.

Our driving ambition, as a business, is to be recognised nationally as a leading financial adviser to the small & medium enterprise market, through providing quality work and outstanding service to our clients.

Not once. Not twice. But year after year.

To date, we’re thrilled to have been winners of a number of major awards:

Telstra Australian Business Awards — Tasmanian Winner of Medium Business Category — 2013
Telstra Australian Business Awards — Finalist — 2012
Hobart Exceptional Customer Service Awards — Winner — 2012
TCCI Business Leader Awards — Young Manager of the Year — Sean Devenish — 2012
TCCI Business Leader Awards — Tasmanian Business Leader of the Year, Small to Medium Business — Michael Spinks — 2012

Far from making us complacent, these achievements simply motivate us to continue providing an exceptional experience to our clients.

 
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Giving back


Nick Davey
Adviser
Father

Hobart
lat -42.883450
long 147.327849

Giving back


Nick Davey
Adviser
Father

Hobart
lat -42.883450
long 147.327849

It’s a truth shared by every parent — that the greatest sporting arena ever built is the one in their own backyard. Oh, the things it’s seen! First catches; boxing day matches; after-work games when the weather’s foul, but the look on little faces of anticipation can’t be denied. It’s the chance to share a moment with the ones we love — to live and laugh and learn. It’s why we put in the work — building futures for the ones who matter most.

We coach our clients to build, protect and manage their wealth — to build their futures, achieve their goals. But we don’t believe that commitment ends at our front door.

The causes we support in our community are also part of helping people be all they can be. Coordinating the Mt Wellington Challenge, supporting Cystic Fibrosis Tasmania, givinging blood at Red Cross — these are the ways we give back.

Cystic Fibrosis Tasmania

Think of the last time you were out of breath. Really out of breath — the last time you sprinted, or swam, or had flu — gasped for air and… nothing. Remember that feeling. For Cystic Fibrosis sufferers — every breathe is like that. Never enough; the feeling of sucking air through a straw. Lungs constantly congested, breathing difficulties, frequent colds and chest infections. All leading to inevitable and irreversible loss of function and damage to the lungs. As if that wasn’t enough — diabetes, osteoporosis and other organ damage are also common.

The grim reality is that despite major advances in treatment, only half of those with Cystic Fibrosis will make it to their late thirties. There is no cure.

It's the most common, recessive genetic condition affecting children and young adults in Australia. In Tasmania around 120 people live with Cystic Fibrosis — the second highest rate in the world (approximately 1 in 20) behind Ireland.

Established in 1995, Cystic Fibrosis Tasmania supports 260 members without any government funding. We’re please to be able to help these great people continue to do incredible work.

If you’d like to help — head over to www.cysticfibrosis.org.au/tas to see how you can get involved.

Mt Wellington Challenge

Rising a lung-ravaging 1,167 metres uphill over 21.3 quad-burning kilometres, The Mt Wellington Challenge is Australia’s toughest cycling time trial. We’ve coordinated this iconic annual event for the past 5 years, pushing minds and bodies to their limits, and promoting and raising funds for Variety the Children's Charity Tasmania.

If you’re the slightly masochistic sort that loves a challenge — check out www.mtwellingtonchallenge.com.au to sign up as a rider (or volunteer, for those more sensible!).