About Me

Naomi has a Masters in Applied Finance (Financial Planning) and more than 20 years experience in the finance industry, having worked for a major Bank in her early career before moving into private practice. Naomi specialises in providing bespoke financial solutions for professional and self-employed women and their families. As a mother to two children, Naomi understands the unique pressures and challenges working women face while raising a family and seeks to provide holistic, comprehensive and strategic financial plans that caters to a families’ priorities. Naomi's background in psychology and education provides her with unique insights and a skillset in behavioural finance, client’s money behaviour and finology (the “human factors” – beliefs, behaviours and principles – that influence portfolio construction) to support clients in making sound financial decisions to build, manage and protect their wealth.
Naomi has found her strengths lie in: Turning comprehensive technical complexities into easy-to-understand outcomes; Devising solutions that fit within client budgets and objectives; Coordinating, organising and implementing strategies in a systematic and effective manner; and Educating and empowering her clients to make good financial choices in life.