DYLAN MARTIN
DAD - ADVISER- FRIEND
Dad, friend, small business owner and financial adviser. I focus on helping clients understand their money better and make sense of their complex financial world. My advice focuses on goal setting, lifestyle and prioritising happiness, above all, because our life is precious and finite, and we all deserve to be the best version of ourselves.
I have three beautiful children. They mean the world to me. Like you, I am working hard to create a secure financial future for my family and one that my future self will thank me for. I am lucky enough to have a big second family - my clients. I am passionate about being by their side; celebrating their achievements and sharing their pain during challenging times.
Professionally, I have been helping clients achieve their goals since 2010. I have a Bachelor of Commerce (distinction) in Finance, a Graduate Diploma of Financial Planning and am a Justice of the Peace. I have also completed further education; completing Ethics and Professionalism in Financial Advice coursework in 2020.
I have a made-up PHD in time management as I navigate the week through kids' sports, coaching, client meetings and staying connected with family and friends!
If I am not enjoying time with my little crew or working in and on my business helping clients like you - you'll find me pursuing my other hobbies - food, friends, football, travelling, spirituality and music. I'm passionate about reconnecting with nature, the concept of consciousness, the human mind and the mystery of life. I am also a junior football coach with a healthy obsession with player and local club development! My mantra: Practise makes progress, not perfection!
MEL ROBIN
PARAPLANNER - ADMIN MAESTRO
With a Master of Financial Planning and more than 20 years of experience across every role in the industry, Mel provides indispensable administrative and strategic support to Dylan and his clients.
Having spent time as a Financial Adviser herself, Mel's expertise ensures that all back-office functions — from administration and compliance to high-level strategy—are executed with a deep understanding of the client's advice journey. Her commitment to lifelong learning makes her a critical part of the team.
Away from the office, Mel embraces the outdoors, often found camping with her husband, Mike, and their Border Collie, Delta. You can count on her having a book and coffee in hand, ready for her next adventure or Parkrun tourist visit.
We help motivated individuals and couples over 50 uncover what truly brings them joy and create a vision for a future they deserve. We align their deepest-held values with their very own roadmap to provide confidence, clarity and control.