Passion, expertise, and a commitment to your success.

Matt Stephens is a visionary leader with over 30 years of experience in the wealth management industry. A graduate with a Bachelor of Economics, majoring in Business Law, Matt is also a Certified Financial Planner (CFP). His deep-rooted expertise in structural and investment advice has propelled TMS Capital to the forefront of financial advisory services.

Driven by an entrepreneurial spirit and a commitment to innovation and bespoke client service, Matt founded TMS 20 years ago alongside Aaron McMurray. He remains just as dedicated today as he did then to creating a client-centric approach to wealth management, focusing on delivering personalised financial guidance that aligns with each client’s unique aspirations.

Under his leadership, Matt not only oversees the management and operations of TMS Capital but also co-manages the TMS Capital Australian Share Fund. His commitment to establishing strong, trusting relationships is at the core of his practice, ensuring transparent communication, reliability, and a genuine commitment to his clients’ financial wellbeing.

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As a founding partner of TMS Capital, Aaron brings over 25 years of investment market expertise to his role as a private wealth advisor. His passion lies in building personal relationships with clients, providing them with the financial strategies they need to achieve a stress-free lifestyle.

Aaron’s experience navigating multiple financial cycles equips him with the ability to guide high-net-worth individuals and families towards creating lasting financial legacies. His strategic approach to investment management and comprehensive structural planning is tailored to ensure that each client’s financial situation is robust, yet flexible enough to adapt to changing circumstances.

Aaron is dedicated to offering solutions that not only meet but exceed expectations, working to source unique investment opportunities across private markets and bringing them to clients to help enhance their portfolios. When clients require additional due diligence on their sourced investment opportunities, Aaron conducts thorough analysis and provides detailed insights, collaborating closely with clients to ensure that every aspect of the investment is meticulously evaluated.

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Barbara is the indispensable backbone of TMS Capital. Her more than 20 years of experience in financial services, encompassing administration, client services, and practice management, ensure that the wealth advisory team operates seamlessly and efficiently.

Barbara holds a Bachelor of Business Degree in Finance and Economics with a sub-major in Organisation and Management and she loves helping our clients. Barbara is known around the office as the glue that holds everything together.

Barbara finds the opportunity to alleviate the stress of managing superannuation and related administrative tasks for clients the most rewarding aspect of her job. Her extensive experience in superannuation client services allows her to navigate the complexities of the field with ease, offering clients peace of mind and enabling them to focus more on their lives and less on paperwork.

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With three decades of experience, Jeremy is known for his ability to simplify complex financial issues and ease the natural concerns that come with financial decision-making.

Jeremy’s career in direct equity investing, including time spent on the trading floor of the ASX, has given him a deep understanding of how wealth is truly created—by embracing uncertainty rather than fearing it. His formal qualifications, which include a Bachelor of Economics and advanced finance and investment studies, further enhance his ability to guide clients through the complexities of investing. "The beauty of share investing is the unlimited potential for growth and witnessing companies evolve over time," Jeremy shares. "It's rewarding in every way to be part of that journey with great people."

While he possesses a keen understanding of investment strategies and their impact on financial growth, Jeremy believes that, ultimately, it’s all about the people. "The best part of my job is the clients," he says. "It’s very rewarding to work with good people and help them achieve their goals. It’s a real buzz to see them happy."

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Describing his role as “the best of both worlds”, Ben Clark relishes the opportunity to find the next great company that could create long-term wealth for its shareholders while helping clients realise their goals from such investments. “Seeing the difference it makes to their life is incredibly rewarding,” he says. With 25 years of experience in financial markets, Ben’s expertise is in not just selecting but also in deeply understanding the companies TMS Capital invests in.

Ben takes pride in his hands-on approach to investment analysis and portfolio construction, and his background in various asset markets and media has honed his ability to communicate complex financial information clearly and effectively, especially during stressful periods.

Known for his educational approach, Ben is committed to guiding clients through their investment decisions, helping them to understand and navigate the intricacies of market fluctuations. His thorough analysis and keen insights ensure that clients are well-informed and can make decisions that align with their financial goals.

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Matthew believes in living life to the fullest and he’s passionate about helping his clients do the same. To Matthew, financial planning isn't just about growing wealth, it's about enabling people to make the most out of their lives. By providing reassurance and honest advice, Matthew empowers clients to feel comfortable and secure knowing they have the financial ability to pursue their dreams without hesitation.

For over 20 years, he has delivered personalised strategies for clients and their families, focusing on maximising life through balanced and considered portfolio management. Matthew's background in finance and accounting, along with his expertise in SMSFs and investment structures, enables him to tackle complex taxation challenges effectively—delivering tangible benefits that go beyond just investment returns.

What sets Matthew apart is his genuine connection with clients and his down-to-earth approach to wealth management. He delights in getting to know his clients on a deeper level, and his approach is all about focusing on living fully today while planning wisely for tomorrow.

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Michael brings a unique perspective to financial planning, as both his experience and background have equipped him with invaluable skills in handling complex financial scenarios and diverse client needs.

Growing up in South Africa shaped much of his approach. “My African roots and upbringing taught me to take ownership of my future—there is no safety net from the government—to have compassion and respect when dealing with people from all walks of life as well as a competitiveness to succeed,” he says. “If you can do all of that with a sense of humour, you will find your way.”

He excels at being a steadfast and trusted advisor during volatile periods, and isn’t afraid to be direct with his clients. Michael’s clients value his ability to blend strategic financial planning and investment portfolios with honest insights, ensuring that each plan is not only effective but also personally tailored. “It’s hugely rewarding to go on this journey with people, watching how the strategies and investments we have put in place together enables them to achieve their goals,” he says. Michael’s dedication to providing top-notch financial advice and building long-term relationships based on trust and mutual respect makes him a cornerstone of the TMS Capital team.

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With a Law degree and 25 years dedicated to exceptional client care, Gemma is a vital part of the client services team at TMS.

Gemma ensures that every client interaction—from onboarding to everyday inquiries—is handled with utmost care and professionalism. Her enthusiasm and genuine concern for client well-being make her a comforting and reassuring presence for clients navigating financial planning.

Whether welcoming clients for a meeting or engaging with them over the phone, Gemma's friendly demeanour and dedication to client satisfaction creates a warm and supportive environment. She strives to make the TMS process as smooth and stress-free as possible for every client.

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With a background rooted in institutional finance, Matthew is able to offer his clients a profound understanding of financial markets that’s conveyed without the typical jargon. He enjoys guiding clients, step by step, towards achieving their financial goals.

His expertise in asset allocation and specific investment advice ensures that his clients not only reach but consistently exceed their financial objectives, and his commitment to communicating clearly and concisely means they can do so minus any confusion.

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James Diegelman prides himself on his ability to take complex financial information and provide clear, comforting guidance and advice to a broad spectrum of clients. He’s driven by helping individuals achieve financial freedom.

James brings a wealth of experience from his tenure at major institutions like HSBC and his time at boutique firms, giving him a well-rounded perspective on financial planning. His technical knowledge spans all aspects of the field, with a special emphasis on cultivating strong customer relationships.

Beginning his career in retail banking at HSBC, James transitioned into private wealth management where he has successfully advised corporate employees at leading global companies including Google, Visa, and Air New Zealand. His expertise in wealth creation and retirement strategies makes him a trusted advisor for those looking to navigate their financial journeys with confidence.

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Joel thrives on the ever-changing landscape of financial markets, where each day brings fresh opportunities to enhance his clients' financial wellbeing. His expertise in financial planning, investment advice, tax planning and SMSF advice equips him to tailor comprehensive strategies that are as unique as his clients’ needs and aspirations.

At the heart of Joel’s practice is a commitment to building lasting relationships rooted in trust, transparency, and exceptional service. Frankness and clarity characterise his approach: he enjoys demystifying complex financial concepts and making them accessible to clients with varying levels of financial knowledge. “Each client has unique financial goals and I enjoy creating strategies that can make those goals achievable,” he says. “The combination of building relationships, problem-solving and making a positive impact on people's lives is what drives my passion for this field.”

Joel’s academic background, including a double degree in economics and commerce, combined with his global experience in London and New York, grounds the tailored solutions that he provides for his clients.

At TMS, Joel is dedicated to providing peace of mind by helping clients manage their wealth effectively not just for today, but for generations to come.

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