About Me

I am extremely passionate about helping people achieve their lifestyle and financial goals. I have over 20 years experience in the Finance industry, hold a Bachelor of Business degree in Economics & Finance, I am a Certified Financial Planner & a member of the Financial Planning Association of Australia. I specialise in helping:

1. Pre-retirees in creating their dream self-funded retirement.
2. Retirees with managing their nest egg to continue enjoying their ideal retirement lifestyle.
3. People going through divorce/separation to move through this challenging life event with greater confidence and clarity about their finances and future lifestyle.

I am the author of a number 1 best selling book, 'What Parents Want' and enjoy focusing on working with the clients described as it ensures I can be an expert in their specific needs.