ABOUT US

Your Trusted Partners In Building A Financial Future

Personalised Strategies for Your Financial Future

Clarity and Simplicity

We focus on making financial planning straightforward and accessible, cutting through complexity to provide clear, actionable strategies tailored to your goals.

Big Picture Thinking

Financial planning is about more than just numbers, it’s about your life. We create holistic strategies that align with your vision, ensuring every decision contributes to your larger goals.

Hyper-Personalised Approach

Your journey is unique, and so is our approach. We take the time to understand your circumstances, crafting solutions that fit your needs, values, and aspirations.

Total Integrity and Independence

As independent advisers, we provide unbiased guidance, free from external influences or hidden agendas, ensuring our recommendations are always in your best interest.

Empowering Through Education

We believe in equipping our clients with the knowledge to make informed decisions. By simplifying complex concepts, we help you take control of your financial future with confidence.

Commitment to Long-Term Success

Our relationship doesn’t end with a plan, it’s just the beginning. We’re here to guide and support you as your goals evolve, ensuring lasting success every step of the way.

HOW IT WORKS

Our Simple, Proven Process to Financial Success

From discovery to action, we guide you through every step, ensuring your financial goals are within reach.

Award-Winning Independent Advice Team

Meet the Experts Guiding Your Financial Journey

Kearsten James

CFP®, LRS®, B.Com (FP&I) Principal & Financial Adviser

CFP®, LRS®, B.Com(FP&I)

CFP®, B.Com (Acct & FP) Financial Adviser

CFP®, B.Com (Acct & FP)

Operations Officer

Mae Basan

Client Service Officer

What Our Amazing Clients Are Saying

Ready To Get Started?

Start your journey with a complimentary, no-obligation chat

Frequently Asked Questions

We are truly independent financial planners, offering unbiased advice free from commissions or external influences. Our approach focuses solely on helping you achieve your financial goals.
We specialise in providing tailored financial strategies that address the complexities of wealth management, tax optimisation, and investment planning for busy professionals and executives.

Yes, we offer comprehensive estate and legacy planning services, ensuring your assets are preserved, grown, and transferred smoothly according to your wishes.

We provide a full suite of services, including wealth accumulation strategies, retirement planning, tax-efficient investments, and tailored advice for navigating significant financial transitions.
Absolutely. Our team is committed to building long-term relationships, offering continuous guidance to adapt your financial strategy as your circumstances and goals evolve.

Simply book an initial consultation, and we’ll discuss your goals, challenges, and how our expertise can help you achieve financial confidence and lasting success.

Knowledge Hub

Kearsten James

CFP®, LRS®, B.Com (FP&I) Principal & Financial Adviser

With over 20 years of experience, Kearsten James leads Addi House as a trusted adviser to high-achieving professionals. She specialises in simplifying complex financial landscapes, crafting tailored strategies that empower clients to achieve independence and peace of mind.

Kearsten’s dedication to excellence has been widely recognised, including being named one of the FS Power 50 Most Influential Advisers in 2022. She has also won the FPA Paraplanner of the Year Award (2018) and the Money Management/Lonsec Paraplanner of the Year Award (2016), among other accolades.

As a finalist for the AFA Excellence in Education Award (2019) and the FPA Certified Financial Planner Professional of the Year Award (2019), she is celebrated for her integrity, expertise, and commitment to education.

A former Director on the Financial Advice Association of Australia board (2019–2023), Kearsten is committed to the highest standards of ethics and professionalism. She holds a Bachelor of Commerce in Financial Planning and Investments, with specialisations in Self Managed Superannuation Funds, Life Insurance, and Aged Care, and is recognised for her rare independence and integrity.

CFP®, LRS®, B.Com(FP&I)

Cynthia Sercombe

CFP®, B.Com (Acct & FP)

Cynthia is a Certified Financial Planner® at Addi House with over 15 years of experience in the financial planning profession. Cynthia has developed a strong technical knowledge-base through her extensive work in strategy development, research, and analysis.

Cynthia is passionate about helping her clients achieve their financial goals and has received awards and accolades recognising her financial planning skills and expertise. She takes a client-centric approach to financial planning, tailoring each strategy to meet the unique needs and objectives of her clients.

Cynthia holds a Bachelor of Commerce in Financial Planning and Accounting. She is dedicated to staying up-to-date with the latest developments in the financial planning profession and has an impressive list of qualifications and accreditations including being a Certified Financial Planner®, and an Accredited Aged Care Professional™. Cynthia is committed to providing her clients with the highest level of service, ensuring that they have the knowledge and resources they need to make informed decisions about their financial future.

Through her extensive experience and technical expertise, Cynthia can help her clients navigate complex financial situations and make informed decisions about their financial future. She is dedicated to providing the highest level of service with integrity and independence, acting in her clients’ best interests at all times.

CFP®, B.Com (Acct & FP)

Derek James

Operations Officer

Derek is the Operations Officer at Addi House, responsible for overseeing the day-to-day and future operational functions of the business. With a wealth of experience in operations management, Derek ensures that Addi House runs smoothly and efficiently.

Derek is passionate about ensuring that Addi House maintains its reputation as a leading financial advisory firm. His attention to detail and ability to manage complex systems and processes enable the rest of the team to focus on delivering the best possible outcomes for clients.

Derek is dedicated to continuously improving Addi House’s operations, and works closely with the rest of the team to implement new technologies and streamline processes. His commitment to excellence and his deep understanding of the business make him an invaluable member of the Addi House team.

Mae Basan

Client Service Officer

Mae is the Client Service Officer at Addi House, dedicated to providing seamless support to both clients and the team. With a strong background in client relations and administrative coordination, Mae ensures that every interaction with Addi House is smooth, professional, and efficient.

Mae plays a key role in managing client communications, handling enquiries, and keeping operations running effortlessly behind the scenes. Her proactive approach and keen attention to detail allow the team to focus on delivering top-tier financial advice and solutions.

Committed to excellence, Mae continuously seeks ways to enhance processes and improve the client experience. Her reliability, expertise, and dedication make her an integral part of the Addi House team.