Hillross Cooma
225 Sharp Street Cooma NSW 2630
We are a small business that provides an ongoing personalised service approach for clients. We enjoy a trusted relationship and providing a proactive service. We work with clients that want to improve their financial position, need help and are willing to take advice. We are a sounding board for clients before they make decisions. We provide strategic direction and financial discipline. We aim to keep things simple in this complex world allowing clients to focus on what they are good at and spend more time enjoying what they want to do.
What's your idea of Financial Freedom?

& Memberships

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Chartered Accountant
  • Bachelor of Commerce (major in Accounting)
  • Cancer Council Pro-Bono advice

Areas of

Self Managed Super Fund
Wealth Creation

We believe in a trusted relationship with clients to keep them on track with strategic direction and financial discipline.

We work with clients to develop practical strategies in an easy to understand format that helps them achieve their financial freedom.

Our fundamental objectives are to build, manage and protect wealth and provide tailored advice based on individual needs.

We see our value through a partnership with clients in offering expertise, education, a sounding board, avoiding pitfalls in decision making, making sound investment decisions and being there in good and bad times.

Meet our team

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Simon White

I specialise in individual, family and small business financial planning needs. I…

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Tracy White
Paraplanner/Client Service
I produce statement of advice and record of advice documents as well as overseeing…
I produce statement of advice and record of advice documents as well as overseeing the implementation of all advice. I handle and process all our client administrative enquiries and provide quality and value-added support to the adviser. My idea of financial freedom is having time: to enjoy the little things; to sit back and relax; to spend quality time with friends and family; and to travel near and far.