About Me

I work closely with clients via video-conferencing to;
- help them articulate what success looks like to them
- get on a better financial foundation with their partner
- build a plan to help them achieve their 'Freedom to say Yes'
- keep them accountable to that plan

I keep things very simple, and to the point. I like to ensure people don't get caught in paralysis by analysis, but equally it's important they make the right decision for their financial future.

Areas of Focus

  • Aged care
  • Cashflow management
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 16 Years
  • Licensed By
    Licensed By Amp Financial Planning Pty Limited