About Me

With a deep commitment to providing clarity and peace of mind, I guide my clients in achieving their financial goals while living comfortably and feeling secure. My approach involves understanding each client’s unique relationship with money and how it impacts their life, enabling them to feel empowered and in control of their financial future. Whether you’re in the prime of your career, planning for retirement, or navigating a significant life transition, I work closely with you to ensure that your financial strategies align with your life aspirations.
I specialise in helping established professionals and wealth accumulators to build wealth, minimise tax, and plan for the future while retaining flexibility and enjoying a comfortable lifestyle now. For pre-retirees, I provide clarity and confidence by implementing strategies to optimise retirement income, ensuring a fulfilling retirement. I am passionate about empowering single women, especially after the death of a spouse or divorce, helping them regain control over their financial situation. Additionally, I offer expert guidance in aged care planning, helping families navigate the complexities of this challenging time with care and understanding.