About Us

Carla Cosgrove is our Senior Financial Advisor with over 25 years experience in the industry and has a strong focus on client outcomes and satisfaction. A strong reliance on word-of mouth referrals and organic business growth ensures client relationships remain the core focus of our business. 

Our goal is to provide tailored financial solutions to assist our clients to achieve financial independence via quality advice, strategy implementation and ongoing support and guidance.

Carla enjoys the personal element of being a Financial Adviser and finds meeting people from all walks of life, understanding their stories and building a relationship with them over time to help achieve their financial goals both interesting and rewarding.

On weekends you will find Carla competing or training in her chosen equestrian discipline of dressage. Carla also volunteers her time to train a handful of local young riders in this discipline with numerous State and National titles to her team. Carla finds competing in dressage and being a financial adviser share many similarities. Goal setting, ongoing training, negotiating the unexpected bumps along the way and always working towards the end goal go hand in hand with both her sport and occupation.