Meet Our Financial Experts
Dedicated professionals who bring decades of combined experience in seasonal financial planning and strategic wealth management to help Australian families thrive year-round.
Our Leadership Team
Each member brings unique expertise that strengthens our commitment to innovative financial solutions for Australian households.
Bartholomew Wickshire
Chief Financial Strategist
With fifteen years navigating Australia's unique seasonal markets, Bartholomew specializes in agricultural investment timing and rural financial planning. His background in commodity forecasting helps families prepare for income fluctuations throughout the year. When not analyzing market trends, you'll find him restoring vintage motorcycles in his Brisbane garage.
Minerva Rosethorne
Director of Client Relations
Minerva's passion lies in translating complex financial concepts into practical, actionable advice. Her Melbourne-based practice focuses on helping small business owners adapt their cash flow strategies to Australia's seasonal economy. She holds advanced certifications in behavioral finance and believes that understanding client psychology is just as important as understanding market mechanics.
Edmund Pemberton
Senior Research Analyst
Edmund brings a mathematical precision to our seasonal forecasting models. His PhD in econometrics from ANU shapes his approach to predicting market cycles that affect everything from holiday spending to winter energy costs. He's particularly interested in how climate patterns influence long-term investment strategies for Australian retirees.
Building Financial Resilience Through Every Season
Our approach goes beyond traditional financial planning. We understand that Australian families face unique challenges – from bushfire seasons affecting insurance costs to tourism fluctuations impacting regional economies.
"The key insight we've developed over our years in practice is that financial planning in Australia must account for natural cycles that other markets don't experience. Our strategies reflect this reality."
We've spent considerable time studying how weather patterns, seasonal employment, and agricultural cycles create opportunities for strategic financial positioning. This research forms the foundation of our client recommendations and long-term planning approaches.