About Me

I believe people should have peace of mind to lead happy lives that match their personal values and what they wish to achieve. Regardless of their financial circumstances, no one should feel anxious about their future and should have comfort knowing they have a plan, knowing where they are headed and reducing unnecessary anxiety about their future. As an adviser you meet clients with differing circumstances, it is rewarding helping people navigate their choices and build trusted relationships. The combination of caring about clients and having high ethical standards has always been part of my adviser DNA. I became an adviser, to help people. Having worked in the industry for 30 years, the past 21 years as an adviser, I have certainly gained a good level of work, life experience and knowledge to be an adviser. Specialised services I offer are helping those who want to maximise their incomes in their higher earning years, possibly time poor and require assistance to ensure they will meet their goals; or those starting the final push towards retirement, possibly thinking about when they can afford to retire; or those that are in retirement, where one spouse may make the major financial decisions and wants to ensure their non-decision making spouse is confident in their financial affairs and has knowledge a trusted adviser has their best interests at heart. As retirees they may wish to review their current position to ensure they remain effective in this lower return environment, their estate planning is up to date, in particular if they have an SMSF. Also, single clients, who require an adviser to be their sounding board for all their financial and estate planning decisions.