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

  • Gretchen Betts

    Financial Planner & Director

  • Mandy Whitburn

    Client Liaison

  • Isabel Viggers

    Financial Administrator

  • Carly Kenny

    Financial Administrator

  • Allyson Hopkins

    Business and Operations Manager