When you work with Overt, you get more than advisors, you get partners who are openly invested in your success.
At Overt, we’re committed to not just helping you plan your next move, but making sure it happens, efficiently and effectively. Our diverse skills, experience, and capabilities across the leadership team equip us to tackle a wide range of challenges and opportunities.
Whether it’s monthly planning sessions, ongoing market analysis, or rapid-fire decision support, we work alongside you and your team to provide the insight and direction needed to keep momentum strong, and decisions smart.
We find real fulfilment in helping others succeed, and seeing the positive impact that has on the people and communities around them.
We believe prosperity is a ripple effect. By helping our clients succeed, we enable them to create lasting value; not just for themselves, but for their teams, their customers, and their communities. When businesses grow with purpose, everyone benefits.
As a family-run business, Overt stands for clarity, integrity, and delivering results you can see and trust.
Founded in 2017 by siblings Kate and Ben, and later joined by their father - John, Overt was started with the shared vision for an ethical business, focused on solving the right problems with the right solutions. Together, we have built a company that puts openness at its core.