Our Team

Our Team
Asit Nayak

Asit Nayak

Principal

Daniel Williams

Daniel Williams

Principal

Kristen McNeice

Kris McNiece

Office Manager

Asit Nayak

Principal

I strive to provide financial peace of mind to clients through tailored goal-based advice. 

My endeavour is to empower clients with clear and timely communication to make them feel confident about their financial strategy.  Nothing gives me more pleasure than helping and guiding our clients in their financial journey so that they can achieve their life goals.

Daniel Williams

Principal

I get a lot of satisfaction delivering positive financial outcomes for clients. 

I understand as life unfolds, client situations can change and that building professional long-lasting relationships is key to ensuring clients stay in control of their financial future.

Kristen McNeice

Office Manager

I have been working in the financial services industry for over 30 years supporting Financial Advisers and their clients in various management and administrative roles. 

I get a lot of enjoyment and satisfaction servicing clients and being part of their financial journey.