Incito Wealth is a boutique financial planning firm with a passionate and committed team. We have a caring, service oriented team where we help clients with kindness and respect. We are proud of our team, and we are here to serve you.
Our team consists of two experienced advisers as well as three support staff.
We introduce you to our two advisers below.
Sam Gray
BCom, BSc, DipFS(FP), GradDipAppFin(FP), CFP®
Sam Gray
Sam Gray
BCom, BSc, DipFS(FP), GradDipAppFin(FP), CFP®
With a strong educational background and a core motivation for helping people in their quest to get closer to their financial goals, Sam brings a considerable amount of passion and drive to his role. Sam holds very strong personal values and these are reflected in the way he runs Incito Wealth. Sam specialises in giving advice to individuals in the areas of protecting, building and managing wealth.
Jenny Moorman
BCom
Jenny Moorman
Jenny Moorman
BCom
Jenny has been working in the financial services industry since 2008 when she graduated from Curtin University with a Bachelor of Commerce.
Jenny’s focus is to deliver greater certainty to client’s financial lives by getting to know her clients, identifying their financial and lifestyle goals and determining appropriate strategies to put in place. She then meets regularly to review the plan and fine tune it to ensure that the client/adviser relationship is a long and successful one.
Jenny prides herself on being able to simplify things for her client so they can clearly see how they can meet their goals over time.