Isaac

Isaac has been in the financial planning industry since 2014 and brings over 10 years of diverse experience to the team at Essense Wealth Solutions.

Driven by a passion for helping people create better financial futures, Isaac supports clients at every life stage—from wealth accumulation through to retirement and beyond. He takes pride in delivering holistic advice that includes building wealth both inside and outside super, while also highlighting the importance of personal risk protection through Life, TPD, Income Protection and Trauma cover.

Isaac’s client relationships are at the heart of his work. He is committed to being accessible, responsive and present—particularly when clients are making big decisions or facing uncertain times. His steady, hands-on approach builds the trust and reliability his clients value most.

Isaac holds a Bachelor of Commerce from the University of Melbourne, a Graduate Diploma of Financial Planning, and a Diploma of Financial Planning. He is working toward his SMSF Specialist Advisor accreditation in 2025. His background spans roles at large boutique firms and an award-winning Super Fund, giving him a broad and practical perspective when tailoring strategies for his clients.

Outside of work, Isaac enjoys staying active with all things sport, cheering on his beloved Geelong Cats, cooking up a storm on the grill, and spending quality time with family and friends.