a little bit About Us

Not sure what we do and who we are?

Just continue reading below. We will elaborate a bit more on who we are exactly and how we aim to achieve brilliance for you.

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Angela Hersey

Director / Financial Broker

Hi, I'm Angela Hersey. I have worked in the finance industry for over 10 years now. Helping my clients achieve their financial goals is what I am most passionate about.

Teaching people ways to save money on their interest rates, paying things off sooner, moving on to the next investment strategy.

Finding the right product to suit your needs with the thousands of products on the market these days can be tough... Why not leave the researching to me & I will review your current position and plans for the future to discover the most appropriate product for you. Let me help make the banks work for you.

I look forward to getting to know you too.

Advice and Membership status

We have opened our brand new office in Port Lincoln at 2/50 Liverpool Street Jobomi House and look forward to servicing all of the Eyre Peninsula with all your financial needs. If you live remotely and would like a home visit we can arrange to come to you.

We are members of FBAA and FOS.