About Me

I am a highly qualified, experienced financial planner who strives to help and educate my clients plan for and enjoy their retirement. Many people tend to feel intimidated by financial gobbledygook those who speak it and so my clients particularly like my easy going, friendly, plain English manner that helps them to feel more relaxed about their financial future and in having a professional to guide them along the way. My particular specialty is working with those aged 60 and over, who are approaching or have reached retirement and are seeking some expertise in areas such as what best to do with their superannuation as well as understanding and dealing with Centrelink to help fund their retirement. For those seeking a more personalised, less corporatised financial planning relationship, I encourage you to make contact with me.