About Me

I enjoy working with my client to provide clarity on their current position, giving insight into their possibilities & forming a partnership to successfully enable them to achieve their lifestyle & financial goals. Which is a fancy way to say I enjoy helping. Country kid that likes to keep it simple to help you understand complex strategies. Amy & I run a family advice business so we could provide advice our way, increasing financial literacy one client at a time.
Advice areas covered:
- Retirement planning
- Aged Care
- Education Advice
- Investing
- Windfall / Inheritance / compensation / payouts
- Financial/Sexual Abuse Victims
- Superannuation
- Defined Benefit schemes (MARP & CSC)
- Australian Defence Force (ADF)
- Centrelink (Age Pension)