We help executives, professionals and business owners in the mining and resources business sectors to plan and take control of their financial life so they may enjoy more reward for their success – personally and professionally.

We deliver carefully considered and complete strategies for creating, protecting and growing wealth so you can focus on your personal or professional priorities.

Our holistic financial planning approach considers your existing financial position, lifestyle goals, tax efficiencies, tax residency status, investment timeframes, risk tolerance and need for access to investments.

Importantly, we offer specialised advice for Executive Share Scheme (ESS).

Principal financial advisers and ESS specialists, Brett Cribb and James Marshall are qualified and experience in helping mining and resources executives to make the most of personal wealth opportunities from company awarded shares, while advising on complex matters including share vesting and tax liabilities and efficiencies.

Brett Cribb is uniquely qualified to provide ESS advice.  A qualified financial planner and mining engineer with 30-years’ experience, including over a decade working as an underground mine manager for Mount Isa Mines (now Glencore), Brett remains active in mining and resources circles. He is also the founder of Resources Unearthed, where he established an information hub for mining and resources personnel, access to expert advice and an active online community of executives, professionals and business owners in Australia and around the world.

Similarly, for most of his financial planning career, James Marshall has advised mining and resources industry clients. An ESS specialist, he interprets often-complex financial matters to develop and implement financial plans that directly align with the needs and character of the mining and resources industries.