Trusted advisors who connect your financial world
Everything we do comes back to one idea: realising potential powered by numbers. We believe in financial clarity that drives confident decisions and lasting outcomes.
Meet our team.
Our clients tell us we’re warm, attentive and refreshingly human. There’s no ego here. Just a team committed to realising your goals, not ours.
Tim Hobart
Chief Executive Officer
I wanted to thank all our wonderful clients for coming on this journey with us. We have a unique engagement offering and being aligned with our unique clients has been so rewarding.
I’m delighted to welcome Josh Perkins and Brett Piercy to sit alongside May Chong and myself in the ownership group. Brett and Josh bring over 50 years’ experience in, tax, tech and financial services.
Together we will be delivering some truly innovative solutions. We are committed to raising the bar for building client’s wealth and making their life easier.
Josh Perkins
Chief Operating Officer
We love our clients and we’re committed to ensuring our solutions reflect their needs and save them valuable time.
We want to ensure we’re delivering exceptional value in a friction free fashion. The name change is our commitment to delivering on this fresh approach. The future is focused on better wealth discussions, better wealth solutions and a much clearer path toward delivering on client goals.
May Chong
Head of Lending
I’m thrilled to embark on this next chapter of our business growth with our new owners and our new brand. The last 12 years has proven that adding lending to tax and wealth solutions for our clients has been powerful. I’m so proud of the results we achieved for clients.
I’m excited to be rolling out our next major re-brand being the re-naming of CXC’s Launch Money business early this year.
Brett Piercy
Head of Tax Strategy
The modern advisor practice needs to be malleable and fluid to work around our clients’ objectives. The Satori model embraces the idea that as advisors we can no longer operate in silos. We are doing away with fragmented advisory and moving to the modern model of advisory that embraces ‘multi-lens’ problem solving.
We think that it’s time for advisors to work smarter, more cohesively and to orientate their services around the client’s need rather than the current inefficient way that things are done in our industry.
Who we're for
Our clients don’t come to us for cookie-cutter solutions. They come for clarity – powered by numbers and anchored in purpose. We work with professionals, entrepreneurs, family groups and retirees who want to feel confident in their financial direction. Many are doing well, but seek clearer structure and accountability. Whether you want to accelerate growth, transition to independence or simplify your financial life, we’ll help you take deliberate, effective action.
Our commitment to you
With us, it’s never just about the numbers – it’s about how those numbers can fund the life you want. You’ll feel organised, optimistic and in control. That’s what progress looks like. Here’s what you can expect from us…
Transparency in fees and communication.
Tailored engagement for your needs and timing.
Decisions guided by evidence, not assumptions.
Senior advisor access, mostly directly with the owners themselves and clear accountability.
Hear from our clients
“I cannot recommend Tim and Satori Advisory more highly. From our very first interaction I knew we were in the best hands.”
“Tim is unlike any other financial planner we have encountered. The service Tim’s team offers is more than what you would expect financial planning to be. Tim has a holistic approach, is deeply strategic and incredible at empowering you to reach your wealth goals by genuinely understanding your personal objectives. Tim has always made our relationship feel like a partnership and never a transaction. Not only is Tim incredibly knowledgeable, he is both a genuine and authentic person who cares about the success of his clients.”
“Satori Advisory are so unique. They take such a refreshing approach to tax and accounting work.”
“They have never given me any tax surprises and always been proactive with telling me what I need to know before I know the questions to ask. They always deliver above and beyond what was asked. Their depth and breadth of business strategic knowledge is staggering. Being 20 years in business himself Tim, Brett and the team are focused on watching my business grow and my personal wealth.”
“Satori Advisory have provided us with outstanding financial advice and services tailored specifically to our needs.”
“Our money has never been working harder for us, and the advice taken has opened up a whole new world of wealth accumulation opportunities we never thought possible.”
Frequently Asked Questions
Who will I work with at Satori?
You’ll have a small, senior team with one lead advisor supported by our specialists.
How often will we meet?
Typically, one to two formal meetings a year, plus ad-hoc contact as needed.
Do you work with my accountant or lawyer?
Yes, we can collaborate with existing advisors to align your financial plan.
Meet your financial clarity partners
You’ve seen how we think – now let’s talk about your goals. Book a Discovery Meeting or call to start a conversation that matters.