About Me

I've been a Financial Planner in private practice since 1997, having spent the previous 10 years in financial markets. I am a Certified Financial Planner. In this role I provide critical expertise and insight to clients who are SMSF trustees. This encompasses technical superannuation, strategic, and investment advice. Our work in this area also includes a SMSF Strategic Review Service. This service provides objective feedback to SMSF trustees on areas that are generally not well addressed by other professionals (accountants, auditors, general financial planners, stockbrokers).We also actively work with clients in the area of long term cash flow modelling. Clients tell us that this provides them with invaluable information around such difficult to answer questions, such as : when can we stop work? ; how much money do we really need for the future? ; and how long will our money last? Our other services include cash flow and debt management and assistance with estate planning. In general the combination of technical knowledge, market experience and common sense enables me to improve the efficiency and effectiveness of my clients' financial position. Specifically it's my ability to listen and communicate simply, ensuring that, together, we achieve the things that are most important to my clients. I charge on a dollar fee basis. The initial meeting is without cost.