Meet your team

We’re ready to help you achieve your financial goals.


Jess Phillips

Director/Mortgage Broker

Jessica has been a part of the financial industry for the past 15 years. Working as a Financial Planner and Life Insurance specialist and in the more recent years, moving into the Mortgage Broking space. Jess loves helping first home buyers enter the property market and developing strategies to help them understand their finances better as well as pay off the new mortgage as quickly as possible. Dealing with personal finances can be stressful and overwhelming. Jess helps take the stress away and will help get you through the process with ease.

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