About Us

First we listen. Then we discuss your options for preparing a bespoke financial plan that will meet your needs and grow your personal wealth, protect your livelihood, transfer assets to the next generation when the time comes, and enable you to retire with financial confidence.

For over 30 years, Active Financial Management has provided financial advice and support for individuals and farming families, professionals and business owners in the farming and primary industries sector across South Australia and Western Australian communities. 

During that time we have created strong and enduring relationships as we work through the often complex and often intergenerational matters, that affect our clients’ lives.

Working together, and collaboratively with other advisers including accountants, legal professionals and agri-business advisers, our approach is holistic and we strive to deliver the type of financial peace of mind that comes from understanding the real issues and applying our considerable knowledge and experience to create the best possible outcomes at every stage of life.

Our Values



We strive to be the best we can be and serve our clients with integrity.



We work together as a team, and with others, to create outstanding outcomes.



Your success is our motivation. We aim to go above and beyond.



We measure ourselves constantly, and by the value we create for our clients.



Proactive and informed, we apply the best available solutions.

Our Team

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