Jason Baker has been providing financial advice since 2014 and brings a strong foundation in financial planning, regulatory compliance, and client-focused strategy. As a registered financial adviser, he supports clients across a broad range of areas including investments, superannuation, insurance, and wealth protection, helping them navigate complex financial decisions with clarity and confidence.

Known for his disciplined approach and strong attention to detail, Jason takes pride in delivering thoughtful, well-structured advice tailored to each client’s circumstances. He ensures clients clearly understand the rationale behind every recommendation, empowering them to make informed decisions aligned with their long-term financial goals.

Outside of his professional role, Jason enjoys playing golf and spending quality time with his family.

Karen is a Certified Financial Planner® who helps individuals and couples create a plan for their financial future.

With over 20 years’ experience in financial services, Karen provides education and advice across cashflow, super, property and super investing and insurance. She is passionate about helping clients create healthy financial habits and behaviours with their money. Her superpower is making complex financial concepts simple and easy to understand and implement.

Karen also has an accounting qualification and background so understands the tax implications of financial advice strategies.

Based in Adelaide, Karen is a keen runner and reader, enjoying a healthy lifestyle with her two kids and two cats.

Lexi Smith is a Certified Financial Planner® who helps individuals and couples take confident steps with their money. With over 15 years’ experience in financial services, Lexi provides advice across cashflow, superannuation, investments, insurance and retirement planning. She has a knack for making complex financial concepts simple and having judgement-free conversations to help clients take the next step.

Lexi also delivers Wealth Maximiser’s corporate financial wellbeing workshops, helping employees build practical money skills and make better financial decisions.

Outside of work, Lexi spends her time keeping up with busy family life and the never-ending calendar of kids’ birthday parties.