About Me

Will has a proven track record of helping his clients to understand their values and needs, so that they can realise their financial objectives. He specialises in assisting professionals and small business owners plan their life – understanding that money is a vehicle you use to reach your goals.

Will helps you design your strategy and align your decision-making to achieve what is most important to you. He understands that you aren’t impressed with industry speak and jargon, and has a knack for simplifying complicated concepts so that you can make the most informed decisions.

Over the first few months together, Will is going to spend time understanding your values and needs and show you what is possible in life. He’ll develop a strategy based on your personal situation and circumstances, get you financially organised, and started on the journey. He will also guide you (and hold you accountable) for achieving the objectives that you set.

After that, he’ll be in your corner helping you navigate the uncertain journey of life whether that entails a new mortgage, having children, the next career, a failed relationship, retirement, leaving a legacy or selling your business. He will also seek to ensure that you are protected from elements beyond your individual circumstances such as the next GFC, changes in tax law, superannuation or interest rates.

Outside of work, Will enjoys going to the gym, playing Basketball, coaching junior basketball, spending time with his wife and two children, and attending live music.