About Me

From our first discovery meeting to building a lasting relationship, I focus on understanding your goals, aspirations, and values, providing ongoing advice that evolves as your life does.

I believe in building lasting partnerships that extend beyond the initial plan. By understanding your values, priorities and aspirations from the outset, I develop strategies that not only guide you toward financial success but evolve alongside you. This ongoing relationship ensures your financial strategy remains aligned with your changing life and aspirations.

There are many significant events and decisions that you will face throughout your life. Working together with you, I identify those that are relevant to you, both expected and unexpected. Together we build plans and strategies to manage these events successfully so you can achieve what you want from life. I help you to plan for the unexpected, so that when faced with challenges you are better prepared.

For more information or to arrange an initial meeting, please visit our website or give us a call on 02 9188 2903. In addition to our Sydney office, we also have meeting rooms available in Miranda.