About Us

Our Story

 

We have a small and dedicated team of caring and professional individuals. Like you, we are driven in our personal and professional lives by a variety of passions. Ultimately most people want to achieve happiness for themselves and their family and this is what we strive to help them with.

 

We pride ourselves on the culture of our firm and the service we deliver. Whilst achieving and securing wealth is often seen as the goal, it is really just something needed to help you do the things in life that will make you fulfilled.

 

Our business is entirely relationship driven. We partner you on your journey to achieving the things you desire which often requires the building of wealth. Most importantly we listen to your wants and needs and the things most important.

Our Staff

We have a small and dedicated team of caring and professional individuals. Like you we are driven in our personal and professional lives by a variety of passions. We pride ourselves on the culture of our firm and the service we deliver. We approach our work with tenacity, balance and genuine sincerity. Let us introduce our team members:

Rick Foster – CFP®, Dip FP – Financial Planner

Rick is an Authorised Representative of WealthGen and has been providing quality Financial Planning advice since 1989. He specialises in investment strategies, and the provision of appropriate insurance to ensure the financial success of his clients. Rick holds the “Certified Financial Planner” designation and was previously on the National Advisory Board.

 

Rick’s greatest passion is his family. As a family they enjoy travelling overseas to experience other cultures allowing them to further appreciate what a great country we live in. Rick has a keen interest in health, nutrition and is an avid kayaker, cyclist and loves his guitar. He has a strong desire to improve mental health within the community and is a regular volunteer public speaker for Beyond Blue.

 

Rick’s favorite quote and one he lives by is “people don’t care how much you know until they know how much you care”. “This is absolutely true when it comes to helping our clients with their future dreams. By showing them our geniune concern for their family’s security and success we create lifelong relationships”.

View Rick’s Adviser Profile

Jarrad Murphy – B Ec Grad Dip FP – Financial Planner

Jarrad joined WealthGen in 2001 after leaving a career in the retail industry. He completed a Bachelor of Economics at Flinders University and a Graduate Diploma in Financial Planning through Financial Services Institute of Australasia (Finsia). He is a member of Finsia, having been granted the membership category of Fellow (F Fin). Jarrad has three young children and they, along with ongoing renovations to the family home, take up most of his spare time.

 

“Financial Planning doesn’t need to be a complicated process. The most effective plan is one that targets the things in life that are most important to you, and is easy to put into action. Often the hardest step is working out what your “important things” are. We can help you do that, and then work with you to build and implement a plan that will bring you closer to your goals”

View Jarrad’s Adviser Profile

Simon Young – ADFS (FP), AFA – Financial Planner

Simon began his career in the financial industry in 1991, within a family owned financial planning business, responsible for the practice management & general insurance service. Throughout his career his professional yet simplistic approach to financial advice has assisted clients with various needs and in different life stages. Simon holds an Advanced Diploma of Financial Services (Financial Planning) and is a member of the Self-Managed Super Fund Professionals’ Association of Australia (SPAA) and the Association of Financial Advisers (AFA). In his spare time is an avid golfer, enjoys AFL football, cars, motorsport, movies, dining out and loves standing on the sidelines supporting his children in their sporting endeavours.

View Simon’s Adviser Profile

Anne Foster

Practice Manager

Amanda Murphy

Dip FP
Paraplanner

Fay Karutz

Client Services Manager

Lynne Zott

Client Services & Accounts Officer

Belinda Krockenberger

Client Relations

Cassie Hendrie

Client Relations

Our Staff

We have a small and dedicated team of caring and professional individuals. Like you we are driven in our personal and professional lives by a variety of passions. We pride ourselves on the culture of our firm and the service we deliver. We approach our work with tenacity, balance and genuine sincerity. Let us introduce our team members:

Rick Foster – CFP, Dip FP – Financial Planner

Rick is an Authorised Representative of WealthGen and has been providing quality Financial Planning advice since 1989. He specialises in investment strategies, and the provision of appropriate insurance to ensure the financial success of his clients. Rick holds the “Certified Financial Planner” designation and was previously on the National Advisory Board.

 

Rick’s greatest passion is his family. As a family they enjoy travelling overseas to experience other cultures allowing them to further appreciate what a great country we live in. Rick has a keen interest in health, nutrition and is an avid kayaker.

 

Rick’s favorite quote and one he lives by is “people don’t care how much you know until they know how much you care”. “This is absolutely true when it comes to helping our clients with their future dreams. By showing them our geniune concern for their family’s security and success we create lifelong relationships”.

View Rick’s Adviser Profile

Jarrad Murphy – F Fin B Ec – Financial Planner

Jarrad joined WealthGen in 2001 after leaving a career in the retail industry. He completed a Bachelor of Economics at Flinders University and a Graduate Diploma in Financial Planning through Financial Services Institute of Australasia (Finsia). He is a member of Finsia, having been granted the membership category of Fellow (F Fin). Jarrad has three young children and they, along with ongoing renovations to the family home, take up most of his spare time.

 

“Financial Planning doesn’t need to be a complicated process. The most effective plan is one that targets the things in life that are most important to you, and is easy to put into action. Often the hardest step is working out what your “important things” are. We can help you do that, and then work with you to build and implement a plan that will bring you closer to your goals”

View Jarrad’s Adviser Profile

Simon Young – ADFS (FP), AFA – Financial Planner

Simon began his career in the financial industry in 1991, within a family owned financial planning business, responsible for the practice management & general insurance service. Throughout his career his professional yet simplistic approach to financial advice has assisted clients with various needs and in different life stages. Simon holds an Advanced Diploma of Financial Services (Financial Planning) and is a member of the Self-Managed Super Fund Professionals’ Association of Australia (SPAA) and the Association of Financial Advisers (AFA). In his spare time is an avid golfer, enjoys AFL football, cars, motorsport, movies, dining out and loves standing on the sidelines supporting his children in their sporting endeavours.

View Simon’s Adviser Profile

Anne Foster

Practice Manager

Amanda Murphy

Dip FP
Paraplanner

Fay Karutz

Client Services Manager

Lynne Zott

Client Services & Accounts Officer

Jessica O’Keeffe

Dip FP, Dip F/MB, JP Justice of the Peace for South Australia – Client Relations

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