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.