About Proctor Major Wealth

We are a team of dedicated experts committed to helping you make confident, informed financial decisions at every life stage.

Since 2016 we’ve dedicated ourselves to delivering tailored, practical financial advice to our valued clients.

Proctor Major Wealth was formed in 2016 out of a partnership between Proctor Major Accounting and Partners Wealth Group. Led by Proctor Major Directors Stuart Major, Michael Lewis and Brett Cox, our team brings together decades of experience in accounting, business consulting, and financial planning.

Proctor Major's mantra 'Whatever is best for the client" is embedded into the way we operate at Proctor Major Wealth.

We are proud to serve a diverse community of clients, from everyday individuals to ambitious entrepreneurs and established professionals, each with their own goals and aspirations. Our approach is always personal - we take the time to listen, to understand what matters most to you, and to tailor our advice to fit your circumstances.

Our Philosophy

No shortcuts. Plain speaking. Thorough follow up.

We are committed to genuine relationships. More than just advisors - we are your long-term partners, invested in your success. Our clients value us for our diligence, integrity, and our willingness to go above and beyond. We believe that great advice is not just about expertise, it is a genuine partnership with shared values and goals.

Proctor Major Wealth work closely with your accountant to deliver a seamless, holistic experience. Our extensive network of associates means you have access to a wide range of expertise, all coordinated to support your goals.

Learn about how we work with you

Our Team

The Proctor Major Wealth team share a genuine passion for helping clients reach their goals. Our top priority is the trust and loyalty of our clients - many of whom have been with us for years, and who regularly refer their friends, family, and colleagues.

We listen first, before offering clear and practical advice. No matter what stage of life you are in, or what financial challenge you are facing, you can count on us to provide clear, expert guidance that is both compassionate and practical.

Meet our team

Jeremy Taylor
Senior Financial Advisor and Partner

With over 20 years of experience in financial services, Jeremy has worn many hats - client services, paraplanner, adviser, and co-owner. Now, as Senior Financial Advisor at Proctor Major Wealth, he partners with successful professionals, business owners, and families to bring clarity, intention, and confidence to their financial lives.

Before joining Proctor Major Wealth, Jeremy led high-performing advice teams and worked with a leading wealth management institution. He’s also active in the not-for-profit and philanthropic space, previously serving as a Committee Member for Impact100 Melbourne. In 2017, he was recognised in the Barron’s Top 50 Financial Advisers in Australia, ranking number 16.

Jeremy was drawn to financial advice because it blends strategy with humanity. He believes that while money can be complex, it doesn’t have to be. His approach is built on honest conversations, tailored strategies, and helping people make confident decisions aligned with their values. Whether it’s planning for the future, navigating complexity, or simply getting financially “sorted,” Jeremy’s role is to simplify the big picture and make it personal. From uncertainty to clarity, and stress to structure, he supports his clients through life’s curveballs and milestones alike.

Outside the office, Jeremy is a dad, music tragic, and part-time card collector. He can often be found rewatching The Sopranos, training (slowly) for a half-marathon, or losing golf balls on Melbourne’s finest fairways. He’s rediscovered a love for basketball cards and occasionally dreams of what life would look like if he became a DJ!

Victoria Harraca

Victoria Harraca
Wealth Associate

Victoria’s role as an Associate involves working closely with both clients and advisers, coordinating key aspects of advice preparation, implementation, and follow-up. She ensures every stage of the process is managed efficiently and professionally. With over eight years of experience in client-facing roles, Victoria brings a strong background in relationship management and a genuine commitment to client care. She aims to build long-term relationships with every client, prioritising transparency and trust.

Currently completing a Graduate Diploma of Financial Planning, Victoria aspires to become a financial adviser herself. Her passion for finance began at a young age through managing her own finances, which inspired her to pursue a career helping others achieve their financial goals.

Outside of work, Victoria enjoys spending quality time with family and friends, staying active through Pilates, and expressing her creativity in the kitchen through baking and cooking, often trying new recipes and sharing meals with loved ones.