Building Careers That Actually Matter
We've been doing this long enough to know what makes someone genuinely good at economic planning. It's not just technical knowledge, though that matters. It's the ability to sit with uncertainty, ask better questions, and adapt when the unexpected happens.
Our team doesn't follow scripts. People here develop their own approach over time, guided by experienced colleagues who remember what it was like starting out. Some of our best advisors came from completely different fields and brought perspectives we'd never considered.
Hamish Caldwell
Senior Financial Advisor
Started in engineering before switching careers in 2019. "The technical background helps, but most of what I do involves understanding people's actual priorities, not just their spreadsheets," Hamish says.
His approach focuses on helping clients separate noise from meaningful financial signals, especially during market volatility.
Dashiell Rutherford
Economic Planning Specialist
Joined our team in 2021 after working in risk assessment. His strength is explaining complex situations without oversimplifying, which clients appreciate when making significant decisions.
Dashiell often works with clients navigating business transitions or unexpected life changes that affect their financial strategy.
Positions We're Building
We're not always hiring, but when we are, we look for people who think beyond standard approaches. Each role develops over time based on what the person brings and what clients actually need.
Client Relationship Advisors
Work directly with individuals and families on their financial planning. This isn't about selling products or hitting targets. You'd spend time understanding what matters to people, then helping them make decisions that align with their actual situation.
Experience in finance helps, but we care more about judgment, honesty, and the ability to communicate complex ideas clearly.
Economic Analysis Specialists
Research broader economic trends and help translate them into practical guidance for clients. You'd monitor market conditions, policy changes, and emerging patterns that might affect people's planning decisions.
We need people who can distinguish between meaningful signals and temporary noise, then explain their thinking without jargon.
Planning Strategy Consultants
Help clients think through significant transitions like business sales, inheritance planning, or major life changes. This role requires patience and the ability to work with incomplete information while things evolve.
Most effective consultants have varied backgrounds and bring perspectives from different industries or life experiences.
Our Mosman workspace is designed for actual collaboration, not just for show. Teams work together on complex client situations, share insights from different perspectives, and challenge each other's assumptions when needed.