Our Story

After more than a decade of working side-by-side, we have come together to establish Tetra Financial Planning. Built on a foundation of friendship, trust, and shared experience, our partnership reflects years of collaboration and a shared commitment to excellence. With professionalism at the heart of everything we do, we’re excited to bring our collective expertise to life, offering personalised financial solutions that align with our vision. By combining our unique strengths and values, we aim to build lasting relationships with our clients, empowering them to help achieve their financial goals with confidence and clarity.

We are passionate about supporting individuals, families and businesses in achieving their financial goals. Whether that means building personal wealth, ensuring financial security or enhancing the financial wellbeing of businesses and their employees, our future goal is to become a trusted partner in the community.