About Me

Why did I become a financial adviser?
After meeting with a financial adviser in my late 30's, both my husband and I left feeling overwhelmed and annoyed as we were told what we should do, we were not listened to, and our opinions weren't considered. This made me determined to become a financial adviser so I could make a real difference in people's lives.

Our service offering.
Is all about you to ensure outcomes are modelled on your unique set of circumstances, whether they be financial or not.
Understanding what motivates you, what keeps you awake at night, what you wish to achieve now, what you wish to achieve in the future, so we can work on bite sized goals. Armed with this information, you are well equipped to consider everything more logically, not emotionally, allowing you to make conscious financial decisions.

My specialist areas of focus?
"When should I retire", "I'm about to retire", "Will I have enough money to live off once retired", "I may need some assistance around the home”, "I am looking at downsizing”, How do I maximise my Centrelink entitlements", "I'm needing to move into aged care and worried about the costs".
These are all retirement strategies to ensure you enjoy a comfortable lifestyle throughout your retirement. By engaging us regularly, we can work with you along the way to reduce or mitigate any obstacles that may get in the way.

CALL ME TODAY for a complimentary 20 minute chat to see how I can help you.