We are a friendly, approachable team and take the time to get to know our clients. We have a holistic approach to supporting our clients whether with pre-retirement strategies, or assisting them on their retirement journey.
Our vast experience with Centrelink matters gives us the expertise to ensure our retirees are in the best possible position now, and when changes occur. We enjoy the journey of walking side by side with our clients, helping them to achieve their financial goals. We are here to help.
Our team
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Ella Widlake
RECEPTIONIST / ADMINISTRATION ASSISTANTElla brings a positive and enthusiastic approach to her work and is always eager to learn and contribute wherever she can.
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Cindell Baker
FINANCIAL ADVISER AND BUSINESS PROPRIETORWelcome to Cape Financial Planning! With over 25 years of dedicated experience in the financial planning industry, I am deeply committed to helping individuals...
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Anthony Serafino
FINANCIAL ADVISERBorn and raised in Busselton, Anthony brings a genuine, community-focused approach to financial advice—helping clients make confident, informed decisions...
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Linda Hayward
OFFICE MANAGERLinda has had extensive practice management experience, having worked in the financial services industry since 2002. She supports the practice with knowledge,...
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Raelene Pross
RECEPTIONIST / ADMINISTRATION ASSISTANTRaelene brings a strong background in administration, reception and accounts, having previously worked across both the accounting and automotive industries....
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