Meet Dan Creagan, the wealth advisor with a keen eye for precision. Dan likes to get involved in everything; he appreciates that when it comes to his clients’ finances every aspect is important. With a proven track record, this attention to detail is what helps Dan get results. Dan assists retirees, business owners and high-net-worth individuals. His primary role is providing tailored advice to help clients create and safeguard their wealth. With over 10 years of experience in portfolio and investment strategies, retirement planning and risk management, his varied skill set is highly sought after. As a team player and lover of all sports, Dan believes everyone plays an essential part in achieving the team’s goals. He gets immense satisfaction helping his team grow by recognising and harnessing their strengths. With a strong focus on education, he’s learnt firsthand that finding the right solution is not always easy but curiosity and continuous training are essential to delivering positive outcomes. Dan’s all about building trust through hard work and being genuine, not just saying what the client wants to hear. His infectious optimism sees him bring fun to all his relationships whether that’s with colleagues, his family, or his miniature dachshund Millie.

Belinda has extensive knowledge in relation to the medical and allied health industries covering all areas of general and specialist practices. In addition, Belinda provides advice in tax planning, service trusts, income tax and wealth creation strategies for individual practitioners as well as their practices.  Belinda is a regular presenter for several medical associations and has authored relevant articles for various journals.