Team.
The people behind this site, and the specialists we trust alongside them.
Our team
Luke Hurley
Financial planner, Videre Financial Planning
Most of us want simple things: to know we’re going to be okay, live a happy life, and leave behind a legacy we can be proud of. If you appoint us as your financial planners, we won’t take this lightly.
Anick Sharma
Financial planner, Videre Financial Planning
Anick plans alongside Luke for the families and business owners we work with, and presents the podcast with him.
Our trusted professionals
Independent specialists we are glad to introduce you to. We are not paid for introductions.
- Practice exit coach
To be confirmed, Firm to be confirmed
Helps you prepare yourself and your team for a sale, and for what comes after it.
- Accountant
To be confirmed, Firm to be confirmed
Prepares the numbers a buyer will test, and advises on the tax of a sale.
- Agent / broker
To be confirmed, Firm to be confirmed
Values the business, finds buyers and negotiates the terms.
- Solicitor
To be confirmed, Firm to be confirmed
Acts on the contracts, from heads of terms to completion.