About Me

Design the life you want and let us take care of the rest...

Wealth Architects is a privately-owned boutique financial advisory practice based in Wollongong, Mudgee, Melbourne, Sydney & Brisbane. We are passionate about helping our clients get the most out of life and this is at the centre of everything we do.

We are very good listeners and we take the time to really understand you and what’s important in your life. And because you are different, that requires a plan and strategy that is uniquely designed to suit you. This is how the name Wealth Architects was born. With decades of combined experience our approach is holistic, ethical and thorough. We leave no stone unturned in our process and we sweat the small things, so you don’t have to.

About the Wealth Architects Group

Founded in 2017, over the past 5 years, Wealth Architects Group merged with a series of smaller privately owned boutique financial advisory firms, all with similar ethos, which has allowed the business to grow to 11 branches across the east coast of Australia. With over $600M in funds under management, Wealth Architects has the scale, ability and the know how to give our clients experienced, quality advice.

About Me

I am a Principal - Senior Advisor within the Wealth Architects Group with over 20 years experience. I pride myself on providing my clients with the best financial advice, tailored to their personal circumstances, delivered in a transparent manner without any jargon - so its easy to undersatand and provides long lasting results.

Contact me today!

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Insight Investment Services Pty Ltd