Your Financial Adviser

Expert financial advice for every stage of life.
Your financial prosperity starts with the right vision.
I’m driven by purpose.

Helping people is in my DNA. I’m driven by a genuine sense of purpose to serve others - offering expert financial guidance that empowers you to make confident financial decisions.
With over 20 years’ experience in financial services, I offer expert advice to help you protect your financial future and navigate life’s key financial milestones.
My approach is grounded in trust and understanding.
I’m Juanita O’Connell.
Tailored financial solutions, to suit your needs.
We provide a suite of services to meet your needs; including a trusted team of specialists we work closely with - such as accountants, lawyers, health and safety advisers, terms of trade and debt management specialists. Our clients receive comprehensive, practical advice that supports both personal and business goals.

