After working with large teams for many years, Craig decided that he ‘no longer wanted to conquer the world’. Said in jest obviously, he now wants to keep things simple, concentrating on helping his clients with their needs & continuing to provide valuable education & assistance to the financial services industry on Estate Planning.

Craig Ball

Director & Senior Estate Planner

Craig joined the financial services industry in 1988 after serving his country for seven years with the Royal Australian Navy. Spending most of that time on board H.M.A.S Brisbane, which included time in the Persian Gulf during the Iran/Iraq war, has probably instilled the discipline that is evident in the way Craig manages his practice, & structures his client’s affairs. Read more.

Celeste Roberts

Executive Assistant & Office Manager

Celeste has a solid background in office administrative, maintains a high degree of professionalism and is strongly focussed on confidentiality. She successfully manages a variety of administrative duties and claim processes, plays a vital role in assisting management and takes client support very seriously. Celeste and her husband have a son in Brisbane and a daughter in London. Celeste enjoys babysitting their grandsons, travelling and is committed to the community and volunteer work.

Ashlee Le Roux

Manager Client Services & Administration

Ashlee is a strong believer in protecting what’s important – to her this is ‘family’ – & working in the area of personal insurance allows her to help protect the unknown in life. She is married with two young active boys, which keeps her very busy & on her toes. She is passionate about health & fitness and loves taking on a challenge.

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