Over the Years

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2009

Officially Qualified!

Bryce became a qualified mortgage broker and financial planner

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2010

Office is open for business!

Bryce opened his own office, operating as a sole trader in several serviced office spaces around the Gold Coast

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2011

Upskilling

Bryce diversified his skills into property investment finance strategies and was chosen to represent several reputable finance companies in expos all around Australia. Bryce opened his own office, operating as a sole trader in several serviced office spaces around the Gold Coast

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2012

We’re Expanding!

Bryce moved his operation to the prestige Corporate Centre and started hiring consultants to assist with the influx of business

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2013

Aus Credit Licence

In response to new legislation, Bryce earned the privilege of an Australian Credit Licence (since ceased to focus on financial planning)

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2013

Aus Credit Licence

In response to new legislation, Bryce earned the privilege of an Australian Credit Licence (since ceased to focus on financial planning)

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2014

New name

Bryce incorporated Virtue Planning Pty Ltd, now trading as The Virtuous Collective, and purchased his first investment property. Bryce would then accumulate, on average, at least one more property per year for the next 8 years (and counting!)

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2015

Acquisition 1

Bryce acquired a Sydney-based financial planning business – increasing clients under management to around 500

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2016

Varsity Lakes

Bryce moved his operation to Varsity Lakes, QLD, and hired 2 more full time staff members

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2017

Acquisition 2

Bryce acquired another Gold Coast-based financial planning business – increasing clients under management to around 2,000. Bryce also became a very proud father and hired 2 more full time staff members

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2018

Sabatical

Having worked what felt like 24/7 for the past decade, Bryce decided to have a cruisy year, and wound back his working hours to about 15 hours per week. Bryce spent a lot of time with his son, played a lot of golf, became lead guitarist in a Heavy Metal band called Vow To Conquer and went on several local and national tours. Bryce also started running long distance – an obsession which continues to this date.

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2019

Back to work

Just 15 months after the birth of his first son, Bryce would celebrate the arrival of his second son which would see him revert back to his workaholic ways.

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2020

The Rockstar

Bryce decided to reduce the number of clients on his books from over 2,000, to around 800 – with a focus on quality service. Bryce was also invited to speak on seminars all around Australia, in front of thousands of clients. Bryce became highly regarded as the Rockstar of Financial Planning.

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2021

AFSL

The Virtuous Collective thrived through the COVID-19 pandemic. Despite all the challenges, and following several licensee changes, we were approved to hold an Australian Financial Services Licence, which would come into force in February