About Me

With over 20 years experience in providing financial advice to clients in Sydney, primarily in the Sutherland Shire, St George and Revesby districts. Specialising in pre and post retirement financial advice, including Centrelink and transition to retirement (TTR) strategies. Retiring can be difficult and this can bring some worries and uncertainties. I try to reduce these concerns by providing clarity and peace of mind. Where possible look to manage your finances to ensure you are optimising your entitlements and prolonging your savings. I operate on a Fee-For-Service basis with the initial consultancy being complimentary.