Our Origins

Our practice was founded in 1967 by Kevin and Margaret Thompson. Originally a Life Insurance agency, the business later expanded into Superannuation and General Insurance.

Kevin & Margaret's son Greg joined the business in 1987 and progressively introduced Financial Planning services. Greg purchased the business in the early 1990's.

In 1994 Adam Greentree joined the business as Office Manager, moving into full time Financial Planning as the business grew. As Kevin retired, Adam became the second full time planner, and in 1999 he and his wife Virginia (who is also Kevin & Margaret's daughter), purchased 20% equity.

In November 2000 Greg lost his life in a motor vehicle accident on his way home from a client meeting. Adam and Virginia subsequently purchased the remaining 80% of the business and are now the full time shareholders and proprietors of the business.

In May 2005 the business moved to larger premises at 26 Sowerby Street in Muswellbrook, adjacent to the Muswellbrook Marketplace.