About Me

I work with higher net worth individuals and couples who are approaching or entering retirement and want clarity around how to transition from building wealth to generating reliable, tax-effective income. This often includes structuring superannuation, managing investments, and planning the timing and financial outcomes of significant asset sales such as property or business interests.

With 29 years of experience in financial advice, I specialise in retirement planning, cashflow management, and retirement income strategies including Centrelink. I focus on helping clients make informed financial decisions and develop sustainable, personalised strategies so they can enter retirement with confidence and enjoy the lifestyle they have worked hard to achieve.