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Meet our experts in Wealth Services

Our team of highly-qualified experts are here to help you make the most of your wealth and create the life you want.

Hear from some of the team...

“For me, financial planning is about much more than money. From my own experience I have seen how unexpected circumstances can have a profound impact on financial confidence. In fact, it was observing a trusted financial planner guiding my parents through difficult circumstances, that set me on my career path to financial adviser. I have always been driven by a passion for improving my clients’ lives by providing them with financial strategies and assisting them in key life decisions.” 

Chris Liebetrau, CFP™ Chartered FCSI
Financial planner

“I’ve spent the last 13 years working in the investment industry, with specific experience within the small-cap resources and specialist situations space. I am passionate about ESG and the energy transition and I moved to Nutmeg because it is a disruptor in a stagnant industry. We have a hybrid offering, combining the flexibility of a FinTech with the performance, service and relationship management of an established wealth manager.”

Sebastian Steyne, FCSI
Senior wealth manager

“Being a financial planner is incredibly rewarding. I am right alongside people during, or after, significant life events that can be overwhelming to navigate. Understanding their needs and goals, and with all my experience in the industry, I can then act in their best interest to provide recommendations. And I love when I hear from my clients that they have achieved the goals that we planned together.”

Holly Graham, DipPFS
Financial planner

“Growing and maintaining wealth isn’t just about numbers on a screen, but a path to fulfilling your goals, whether that be achieving a dream retirement or purchasing a first home. It’s a privilege to help people get into a better position to meet their goals in the future.” 

Paul Hillis, CFA
Senior wealth manager

“The impact of long-term investing and wealth structuring is not part of most people’s education, which is a shame as it has the ability to change lives. I work with people to build investment solutions that help them to live the life they want, sooner. It’s everyone’s right to understand what is happening with their money and the impact of their decision making” 

Matthew Ashton, MCSI
Wealth manager

“I have over 7 years' experience working in the wealth management industry and I love having the chance to genuinely improve people’s lives. I believe with good, honest financial advice and guidance, people can achieve their goals earlier and feel confident about their financial future.” 

Tom Francis, DipPFS
Senior wealth manager

Book a free call to see how we can help you achieve your financial goals.