About us.

My name is Raj, my team and I have been helping houses of worship, schools, camp resorts and more for the last ten years. We have mainly worked as sub-contractors for larger companies. Recently we have decide to cut out the middle person, and go direct to consumers.

If you are looking for an honest, faith-based company that puts ethics and morals first, then we are your solution.

Area of Practice

01

Portfolio Management

We will work with you to create a personalised plan to help you achieve your financial goals.

02

Performance Reviews

We will work with you to create a personalised plan to help you achieve your financial goals.

03

Financial Planning

We will work with you to create a personalised plan to help you achieve your financial goals.

04

Portfolio Management

We will work with you to create a personalised plan to help you achieve your financial goals.

05

Performance Reviews

We will work with you to create a personalised plan to help you achieve your financial goals.

06

Financial Planning

We will work with you to create a personalised plan to help you achieve your financial goals.

Our Amazing Team

Our expert team ensures elegant, functional and visually pleasing websites with WordPress blocks, patterns, and the powerful content editor.

Chief executive officer & Agency Consultant

Jonathan Ortega

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Agency Advisor

Natalie Rogers-Saul

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Consultation Services

Joshua Merriman

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Alice Smith

Founder & CEO

Former co-founder of ACME company. Early staff at XYZ. Loves coffee & morning runs.

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