Meet Our Team

Expert financial consultants dedicated to your success

Leadership Team

Our Financial Experts

James Anderson

James Anderson

CEO & Founder

With over 20 years of experience in financial consulting, James leads our team with expertise and vision.

Sarah Mitchell

Sarah Mitchell

Chief Financial Officer

Sarah brings extensive experience in investment strategy and financial planning.

Michael Zhang

Michael Zhang

Head of Investment

Michael specializes in portfolio management and market analysis.

Emily Naidoo

Emily Naidoo

Risk Management Director

Emily ensures our clients' investments are protected through strategic risk assessment.