Trusted advisors who connect your financial world
Everything we do comes back to one idea: realising potential powered by numbers. We believe in financial clarity that drives confident decisions and lasting outcomes.
The people behind your progress
When you become a Satori client, you don’t just gain an adviser. You gain an entire team of specialists working together behind the scenes to simplify the complex, connect the dots and help you make better financial decisions.
Every recommendation benefits from the collective experience of experts across wealth, tax, lending and client care, all committed to helping you move forward with confidence.
It’s one of the biggest advantages of working with Satori, and one of the reasons our clients tell us they feel so well supported, every step of the way.
Leadership Team
Tim Hobart
CEO & Director
Bringing every part of your financial world together.
As Founder & CEO, Tim helps connect your wealth, tax, lending and business into one clear strategy, giving you the confidence to make better decisions and focus on what matters most.
Josh Perkins
COO & Director
Helping your investments work harder for your future.
Josh heads up operations and leads our Investment Committee, making sure your portfolio is thoughtfully managed with your long-term goals in mind. He focuses on optimising portfolio performance, managing risk and ensuring every investment decision works as part of your bigger financial plan.
Brett Piercy
Head of Tax & Director
Helping you keep more of what you earn.
Brett does all the strategic work you wish your accountant had the time to do. He looks beyond the annual tax return, finding opportunities to reduce tax, avoid costly mistakes and make smarter financial decisions all year round.
Wealth Creation
Eve Hearne
Client Service
Making your financial life feel effortless.
Eve keeps everything moving behind the scenes, anticipating what’s needed next, answering your questions and making sure nothing important falls through the cracks, so working with Satori is always easy.
Tom Stringer
Client Service
Turning great advice into real progress.
Tom helps keep your financial plan moving, making sure opportunities are followed through and your strategy turns into meaningful action rather than sitting on a to-do list.
Tom Cusack
Adviser
Helping you make confident financial decisions.
Tom brings clarity to life’s big financial decisions, helping you understand your options, stay focused on your goals and keep making meaningful progress towards the future you’re building.
Tax & Accounting
Kirsti Wetton
Strategy & Delivery
Keeping everything running, so you don't have to.
Kirsti makes sure every part of your experience runs smoothly, from behind-the-scenes coordination to keeping your advice on track, so you can spend less time chasing paperwork and more time living your life.
Linh Huynh
Strategy & Delivery
Taking the stress out of tax.
Linh makes tax feel simple. She works closely with you to keep everything organised, accurate and up to date, while helping ensure your tax strategy supports your bigger financial goals.
Ruki Manawadu
Strategy & Delivery
Making the important details easy.
Ruki takes care of your tax returns and compliance work with care and precision, giving you confidence that everything is accurate, organised and looked after.
Lucy Whitehill
Client Concierge
Helping you feel supported every step of the way.
Lucy is often one of the first people you’ll speak with at Satori Tax. She keeps everything organised, responds quickly and makes sure every interaction leaves you feeling informed, looked after and valued.
Lending
May Chong
Launch Money Director & Mortgage Broker
Making borrowing simple and strategic.
May helps you navigate the lending process with confidence, removing the complexity while making sure every loan supports your broader wealth strategy, not just your next property purchase.
Who we're for
Our clients don’t come to us for cookie-cutter solutions. They come for clarity – powered by numbers and anchored in purpose. We work with professionals, entrepreneurs, family groups and retirees who want to feel confident in their financial direction. Many are doing well, but seek clearer structure and accountability. Whether you want to accelerate growth, transition to independence or simplify your financial life, we’ll help you take deliberate, effective action.
Our commitment to you
With us, it’s never just about the numbers – it’s about how those numbers can fund the life you want. You’ll feel organised, optimistic and in control. That’s what progress looks like. Here’s what you can expect from us…
Transparency in fees and communication.
Tailored engagement for your needs and timing.
Decisions guided by evidence, not assumptions.
Deep experience, practical advice and a clear path to implementation.
Hear from our clients
“I cannot recommend Tim and Satori Advisory more highly. From our very first interaction I knew we were in the best hands.”
“Tim is unlike any other financial planner we have encountered. The service Tim’s team offers is more than what you would expect financial planning to be. Tim has a holistic approach, is deeply strategic and incredible at empowering you to reach your wealth goals by genuinely understanding your personal objectives. Tim has always made our relationship feel like a partnership and never a transaction. Not only is Tim incredibly knowledgeable, he is both a genuine and authentic person who cares about the success of his clients.”
“Satori Advisory are so unique. They take such a refreshing approach to tax and accounting work.”
“They have never given me any tax surprises and always been proactive with telling me what I need to know before I know the questions to ask. They always deliver above and beyond what was asked. Their depth and breadth of business strategic knowledge is staggering. Being 20 years in business himself Tim, Brett and the team are focused on watching my business grow and my personal wealth.”
“Satori Advisory have provided us with outstanding financial advice and services tailored specifically to our needs.”
“Our money has never been working harder for us, and the advice taken has opened up a whole new world of wealth accumulation opportunities we never thought possible.”
“Before finding Satori, we had an accountant, an adviser and a broker, but none of them really spoke to each other.”
“The team at Satori brought everything together and finally gave us a clear plan that actually made sense. Every recommendation connected to a bigger picture, rather than being treated as separate jobs. It’s hard to explain how much mental space that’s freed up. It genuinely feels like we’ve got a team thinking ahead for us, not just reacting when something comes up.”
“This is a company you can really trust.”
“As a very satisfied client of Satori Advisory, I can speak with confidence about their commitment to every client, no matter how big or small, to deliver results. Particular care is taken to understand the client’s individual needs and goals but most telling of all, in one scenario I received advice from them that did not benefit the advisor at all.”
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Frequently Asked Questions
Who will I work with at Satori?
You’ll have a small, senior team with one lead advisor supported by our specialists.
How often will we meet?
There’s no fixed schedule. Everybody is different. It depends on where you’re at. Some clients prefer a light touch with one or two meetings a year; others going through more complex or fast-moving decisions meet with us far more often. We shape it around you.
Do you work with my accountant or lawyer?
Yes, we can collaborate with existing advisors to align your financial plan.
Meet your financial clarity partners
You’ve seen how we think – now let’s talk about your goals. Book a Discovery Meeting or call to start a conversation that matters.