About Me

I have been a private wealth adviser for 18 years and I specialise in investments, client relations and managing my clients overall financial position by bringing in other professional advisers to provide a truly specialised solution to meet their needs.I believe in providing wealth solutions that are specific to a clients individual needs and do so by offering a 'best fits you approach rather than a best fits all approach.' I believe that clients need to have trust in their advisers to help them achieve their goals and do so by offering transparency, control, tailored solutions and the offering of a truly professional service . Some of the areas we focus on to help us achieve our clients desired outcome include: - Wealth Creation - Wealth Accumulation - Income Generation - Wealth Preservation and Protection - Self Managed Super Funds - Direct Investments - After Tax Returns