Why Cooee

Our promise to you

If we can’t significantly add value to your current position through building wealth, reducing your costs or fees or giving you more confidence with your finances then there is no fee.

  

Why Advice first? Where are you at? Ways we can add value Free Resources Book a Free Meeting
  • Have a home and equity
  • Experienced investor
  • Getting ready to retire
  • Retired with investment income
  • Improve your cashflow
  • Create passive income
  • Refinance to a lower rate mortgage
  • Buy, build and sell a Property Investment for profit
  • Rebate insurance commissions
  • Minimise income tax
  • Minimise tax in super

Why Choose Cooee?

Experience

All our Wealth Partners have a minimum 10 years experience and have implemented the same types of strategies for themselves and their family as they recommend to you.
Meet the Team

Trust

We only recommend investments that we would invest in with our family.

Returns

We partner with you to create the best strategies and investments to achieve your goals with the highest degree of certainty.

Education

All our Wealth Partners are required to hold the highest level qualifications including;
Post-Graduate Financial Advice
Property Buyers Agent
Mortgage Broker
Accredited in Derivatives
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No Commissions

We do not accept commissions from anything we recommend (except mortgages for now). That way you know we are working for you, not selling to you.

Total Wealth Management

We consider both shares and property as investment options available to you.
Ask yourself, are you really getting Total Wealth Management where you are, right now?

Our Proven Planning Process

We constantly check back with you to ensure that your plan is what you are comfortable with.

David & Karina’s Story

Andrew & Catherine’s Story

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Meet the Team

Our teams’ number one goal is to assist you to achieve your goals with the highest degree of certainty. What does that mean? It means we work with you and we work for you to intimately understand what makes you tick to ensure that we consider the best strategies that you are comfortable with. Just straight forward advice, no fluff, it’s the cold hard truth.

Our team includes savvy strategists, fanatical financiers and passionate property investors to name but a few.

Wealth Partners

Nithin Thomas

MBA (Finance), AFP ®, DIP (FS), SMSF Specialist Advisor™
Wealth Partner

Andrew Grinsell

MFinPlan, AFP®, SMSF Specialist Advisor™, JP
Wealth Partner

Anthony Zaman

MFinPlan, SMSF Specialist Advisor™
Wealth Partner

Cooee Head Office

Daniel White

CEO

David El Kazi

Senior Paraplanner

Charis Tepoot

Senior Associate Adviser

Cooee Mortgages

David Wewer

Finance Manager

Lance Lintag

Loan Assistant

Cooee Property

Benn Lane

Head of Property

Cooee Accounting

Christine Delos Santos

Accounts