Our People

James Wauch

FINANCIAL PLANNER AFP®

James has been helping Australian families build secure financial futures since 2006, combining nearly two decades of experience with a personal, relationship-focused approach. With strong rural roots and a passion for Australian agriculture, he blends professional expertise with genuine care, guiding clients to make informed decisions and achieve meaningful goals.

Holding a Bachelor of Business in Agricultural Commerce, a Master of Applied Finance (Financial Planning), and Accredited Aged Care Professional status, James provides tailored advice in superannuation (including SMSFs), investments, retirement planning, estate planning, insurance, and debt management.

Outside of work, James is a proud dad to two girls and enjoys spending his free time bike-riding.

Our Team

Meet the Team

Get to know the professionals who will guide you every step of the way in securing your financial future.

Shared Insights

Should You Transfer Your Credit Card Balance? The Real Cost Behind the ‘0%’ Hype 

In a world of rising living costs and tightening household budgets, it’s tempting to jump on a 0% balance transfer...

Retiring Comfortably Is Getting Pricier. Here’s How to Stay Financially Fit 

Retirement isn’t what it used to be. While the North Queensland lifestyle remains unbeatable, the cost of enjoying it in...

Financial Benefits of Collaborative Divorce in Australia

When couples decide to separate, the financial implications can feel overwhelming. Traditional divorce proceedings often drain resources through lengthy court...

What Would You Do with an Extra Coffee a Day? Making the Most of Your Mortgage Savings 

Interest rates are currently falling —but what rises every year? The price of your morning coffee.  With the average flat...

Protecting Your Finances When Memory Fades 

Memory loss and dementia can make managing your finances challenging. Simple tasks like checking bank statements, monitoring investments, or paying...

Is It Time to Let Go of the Family Home?

For many Australians approaching retirement, the family home is more than a place filled with memories—it’s their most valuable asset....