About Me

I help busy professionals improve their financial position and financial confidence, with advice on investments, superannuation, & retirement planning.

My background was originally in IT. I changed career to professional financial advice about 15 years ago and established a boutique firm that originally focused on the financial advice needs of people working in IT. These days my clients come from a broad range of professions.

My firm has no ownership or control by any financial product provider, and proudly acts in the best interests of clients.

Let's have an introductory chat about your situation and requirements.