Jono offers in-person appointments in St Leonards and virtual meetings Australia wide.
He believes financial guidance is more than just numbers - it’s about understanding your unique needs and goals.
With a background in Communications, a Diploma and Cert IV in Mortgage & Finance Broking, and two decades of client management experience, Jono knows how to take care of people. You'll get expert advice and personal service - never just treated like a number.
Outside of work, Jono has a wife, three kids, and a spoodle named Susan. He’s an active North Shore local, coaches kids’ sports, and loves chatting rugby - especially when the Wallabies win!
Steve is a Castell Finance partner and a qualified financial advisor. He is the owner and Managing Director of Sage Wealth Management since 2014. Prior to settling up his business he worked at Macquarie Bank, JP Morgan and Citibank collectively for 14 years.
Steve is an expert in providing high quality bespoke advice for his client base and takes pride in building long term relationships. Steve delivers holistic financial advice specialising in investment management.
Away from the office Steve is married with two daughters, he recently renovated the family home and enjoys escaping to Japan snowboarding as often as he can.