Enriching Lives
Live life on purpose
We provide advice to get you personally and financially well organised.
We Exist to enrich the life of our client
Our effort is enhanced by the power of strong collaborative partnerships, working closely with clients to define, plan and execute on all the individual ways that “life enrichment” works for you.
With the right foundations in place, and strong ongoing support, we see a positive transformation occur. Clients express this in different ways: feeling “sorted”, gaining “piece of mind” or simply being in control.
Stress less. Take Control. Plan Ahead.
How we can help
We offer a range of services that provide the guidance, clarity and perspective you need to organise yourself well.
We make the complex simple.
Your local financial partners
Kind words from our clients
Insights
Super contributions
A rear-vision roadmap to greater retirement heights
From clutter to cash
Are you an impulsive spender?
Weighing up the Age Pension and the assets test
Adding bonds to your investment mix
Garry Symonds
Managing Director
MBA, Grad Dip Mgmt, DFP, GAICD, AFP®
Helping people achieve their financial goals and getting the outcome they desire is at the heart of the service Garry provides. With qualifications in Management, Business Administration and Financial Planning, Garry uses his expertise to implement excellent solutions for both individuals and family business clients. By developing long-term and trusted relationships with his clients, Garry recognises unique and changing needs that occur over time, and he incorporates these into an effective ongoing strategy. His experience as a business owner and diverse commercial background also allow him to support family business clients in planning, growing and maintaining their family businesses.
Garry believes in working collaboratively with other professionals to gain the best outcome for his clients in terms of wealth and stability, and is active within both the business and financial services industry. In addition to being Managing Director of Fitzpatricks Private Wealth WA, he has also served on several advisory boards and committees, lectured in Financial Planning for FINSIA, and is currently an Executive Committee Member and the Deputy President of the Kalgoorlie Boulder Chamber of Commerce.
When Garry is not serving others within his community in a professional capacity, he enjoys being able to spend time with family and is a proud supporter of the West Coast Eagles.
Sharon Greber
Senior Financial Adviser
B Comm, Dip FP, CFP®
Sharon Greber understands that in these times of adjustment and change, being financially well organised provides you with the flexibility to live a life of your choice with freedom and security. Impassioned to bring clarity and understanding to her clients, Sharon takes care of the details so you can achieve your ambitions and dreams, living your best and ideal life.
Sharon believes that great advice builds strong communities and so she works with individuals, families and entrepreneurs to build, preserve and protect wealth. By fostering long-term and trusted relationships, she partners with you to create tailored strategies that will suit your individual needs. Using her professional expertise, Sharon identifies effective solutions and provides guidance in decision making so that you have more time to spend on what is important to you.
Sharon takes a holistic look when considering your financial affairs and collaborates with other professionals where necessary to ensure that all your needs are addressed. Understanding how important work-life balance is, Sharon is driven to provide the right advice so you can achieve balance in your own life, confident that your finances are in order.
When Sharon is not seeking to exceed the targeted outcomes for her clients, she works on her own work-life balance by seeking new experiences and adventures in the world around her. She also finds fulfilment and relishes in the joy of raising two active boys.
David Counsel
Senior Financial Adviser
BEcon, BCom, CFP®
David Counsel is a dedicated Adviser whose primary focus is on individuals and families living their ideal life. This means working alongside you to make achieving your goals a reality, to protect your wealth for the future and to give you the peace of mind that a professional is always looking after your best interests.
David achieves this by seeking to develop a meaningful and empowering relationship where you are equally as important as your finances. David is driven by the fulfillment of seeing clients succeed and live their dreams and works closely with you to turn strategy into reality. By engaging in a lifelong partnership with you, your success means just as much to David and his team as it does to you.
In order that David can provide the right advice at the right time, he uses a holistic approach to offering financial advice. This means looking beyond your superannuation and insurance position and considering your total balance sheet. It also means working with other professionals on your behalf where necessary to ensure you have a properly structured plan in place.
Aware that a strong work-life balance is essential for health and happiness, when David is not in the office, he takes full advantage of the outdoors and spending time with family and friends. When he is not creating memories with his two young daughters by playing dress-ups and Barbie hairdressers, he loves getting out for a round of golf and tries to surf as much as possible.
James Liew
Associate Adviser
B Com, DFP
James has been with our business since 2014 and is based in our Perth office. James works closely with our senior advisers to ensure the highest level of client service and advice is delivered.
Alisha Bonomi
Associate Adviser
B Comm (Acc & FP) CFP
Alisha has been with our business since 2016 and is based in our Perth office. Alisha works closely with our senior advisers to ensure the highest level of client service and advice is delivered.
Elise Zylstra
Associate Adviser
Adv. Dip. FP (FS)
Elise has been with our business since 2004 and is based in our Kalgoorlie office. Elise is a senior member of our team and provides valuable advice support to our clients and works closely with our senior advisory staff.
Natasha Schofield
Administration Manager
Natasha joined our team in 2021 and is based in our Perth office. Natasha is a very experienced Administration Manager and has a long working history in the Financial Services Industry. Natasha’s role is to provide administrative support to the Advisers and Associates and assisting our client service team.
Gordon Gan
Gordon joined our business in 2024 and is based in our Perth Office. Gordon works closely with our advisory team to ensure the highest level of client service is delivered.
Jane Brown
Head Accountant
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Sample Someone
Director
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