About us.

“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.”

“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.”

“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.“

“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.”