Your family’s future is our business


Kelli Hoy

Kelli Hoy


Kelli joined the company in 2016 as Administration Assistant to the Financial Planners. She previously worked for another Financial Planning company for 4.5 years, assisting with all Administration.


Kelli works Monday through Thursday as a Para planner remotely from Collie. She has an interest in learning the compliance side of the business as well.


Her hobbies include attending car shows and going on car cruises, RSL and reading.


Community involvement

Becoming wealthy is not a matter of how much you earn, who your parents are, or what you do… it is a matter of managing your money properly. We can guide you.