Redefining How You Manage Your Money
Our team brings together decades of experience across financial strategy, investment planning, and wealth management. We’re here to make confident financial decisions simpler & help you reach your goals with clarity and purpose.
Cruz was founded on a simple belief — that clear, practical financial advice should be accessible to everyone. Our team brings together specialists across strategy, investment, and advisory services to help clients make confident, informed decisions.
We work collaboratively to create personalized solutions that align with your goals and grow with you over time.
MFin Inv, BBus, BCom, DFP
AR 1249656 | BBus (Financial Planning), SSA®, DFP
AR 1252612 | BBus & Comm, Dip.Ins Broking, QPIB
AR 1304067 | MFP, BComm, BLaws, GDipLP
AR 1305760 | B Comm (FP) Grad Dip FP
General Insurance Broker | AR 1311009
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Ready to take
control of your future
Spend less time managing the details — and more time enjoying what you’ve built. At Cruz, we help you plan, protect, and grow your wealth with confidence and care.
