Planning with Passion

Financial Planners helping people to pursue their passions!

Financial Planning

We work with you to create a financial plan that joins together your life, your money and your values - improving your financial wellbeing.

Risk Management

As part of your financial plan we will make sure that if anything disastrous were to happen, you and your family will be financially secure.

Ongoing monitoring

This isn't a one off! We’ll manage your plan going forward, meeting you regularly to make sure you’re on track and to make any necessary changes.

Investment management

Let us take away the hassle and worry of managing your money and investments. We take care of that too.

Meet the friendly Magenta team

  • Julie Lord

    Financial Planner

  • Gretchen Betts

    Financial Planner

  • Mandy Whitburn

    Client Liaison

  • Rebecca Tuck

    Technical & Quality Manager

  • Valerie Binding

    Business Support