About Me

My 30+ years in the financial advice profession encompasses experience with large institutions and smaller privately owned ‘boutique’ financial advice firm, delivering highly personalised advice to clients. I advise clients ranging from high net worth individuals through to those in the wealth creation stages of life and retirees with more modest means who seek primarily to maximise their retirement savings and income in retirement. Having worked in financial services for over 30 years, and in providing personal financial advice to clients for the majority of that time, I am acutely aware that my clients have always valued above all else that they receive unbiased financial advice that is in their best interests solely, and not influenced by or conflicted with the interests of a financial institution that an adviser may be aligned to. I believe that financial advice that is unbiased and unconflicted is one of the cornerstones of my clients achieving their financial and lifestyle objectives. Helping my clients to accomplish their goals and to truly make their lives more fulfilling, enjoyable, and secure through following my advice is always my number one priority and duty to you.