WHO WE ARE

  • We care and believe in taking an active role in your life. It’s your journey, but we’ll be with you every step of the way.

    We are warm and open-minded. We don’t sacrifice your happiness for our advancement.

    We work together. We are a team.

  • Wealth creation requires focus and discipline. Some may have financial literacy skills already.

    Others will need a little guidance. At WHYSE we understand that the world of finance can be scary.

    What we do is give you the knowledge you need to free yourself from fear and manifest your dreams.

  • We understand that every person is at a different stage of their wealth creation journey, and that due to the rising cost of providing financial services in Australia, the traditional Financial service offering may be out of reach, financial for many.

    We believe in financial literacy and its power to change lives so much that we have developed a range of options to provide it, making it accessible to you no matter where you are at financially.

WHO WE ARE NOT

  • We are a Corporate Authorised Representative of Count Financial Limited, REGULATED by the Australian Securities & Investment Commission & hold Professional Indemnity Insurance which comply with the requirements for compensation under the Corporations Act. We proudly and unequivocally adhere to the financial Planners & Advisors code of ethics and are a 100% fee for service firm (meaning we do not take commission or incentives at any point in running our business and providing advice)

  • Crypto lovers , day traders, and other highly speculative asset lovers best seek advice elsewhere. We believe if it sounds too good to be true it probably is. We believe it Consistency, Discipline & Time In Good quality, main stream assets- as the tried and true, tested formula for financial success.

  • We are not licensed stockbrokers, Mortgage brokers or chartered accountants- these are very different specialised professions and we have a number of excellent referral partners we CAN INTRODUCE YOU TO, AND WORK WITH AS PART OF YOUR MONEY DREAM TEAM  .

DIRECTOR / HEAD FINANCIAL PLANNER

As the director at WHYSE, Crystal is more than just your financial planner. She is your companion on the path to personal success. To her, Financial Planning isn’t just a job. It’s a passion.

Crystal’s infectious personality is just one of the reasons clients trust her advice. She is authentic, an over achiever and an over dreamer. Wandering the world is where she finds inspiration (and good wine). Snowboarding, skating and surfing are where she finds excitement. But helping other people realise their dreams is where she finds bliss. With Crystal in your corner it’s possible to build a life you don’t need a vacation from, or in other words, the life you deserve.

Crystal began her career in Financial Planning in 2003 and

holds an Advanced Diploma in Financial Planning

holds a Bachelor of Arts (International Relations)

is a Certified IIN Health Coach

was Awarded the Count Financial Female Excellence in Advice Award, 2015

Crystal Broadfoot

Stacey Broadfoot

OFFICE MANAGER | PARAPLANNER

Stacey is our Office Manger & a Partner of Whyse. Stacey began her Career in Financial Planning in 2009 & brings with her considerable experience in the financial services industry and has achieved her Diploma in Financial Planning. Stacey has also been nominated two times for Count Financials “Excellence in Operations” award, WINNING the award in 2021.

A devoted Geelong Cats fan, her love for her footy team is eclipsed only by her love for lifting weights at her local gym, fishing the Murray & her eclectic taste in music (she rocks out to Guns n Roses whilst declaring that ‘Tay Tay’ Taylor Swift is LIFE).

Stacey’s role within WHYSE is to make the right investment decisions for our clients while ensuring they are kept up to date with regular reviews to meet the changing nature of the financial services environment as well as the changes that occur through the many seasons of our clients lives!

Sarah Cozens

SENIOR PARAPLANNER

Sarah is our superstar Senior Paraplanner, bringing a wealth of expertise and precision to the team.

Sarah holds a Diploma of Financial Planning and has supported her advisers for many years as a Senior Paraplanner (meaning she is the BRAINS behind every strategy).

Sarah in her spare time LOVES her two Doggo Babies – Buddy & Belle, is an avid Carlton supporter and loves a good reminisce (usually over a good Wine on a hot day) of the years gone by spent travelling and living in the UK and that one special road trip around Scotland & Ireland that Sarah and Crystal took together in 2008. Crystal and Sarah have also been friends for 26 years!