About Me

I provide a financial roadmap through a goals-based approach, empowering my clients to make informed decisions to achieve their financial and lifestyle goals and objectives and lead the life they desire.

Helen has a career in financial services spanning 20+ years, with prior experience gained at Citi, Credit Suisse and BlueRock, across institutional, private banking and wealth management.

I focus on a holistic approach to providing strategic financial advice with key areas of expertise including asset structuring, goal setting & cash flow management, finance & debt management, investments, superannuation (incl, SMSF and retirement planning), tax management, personal insurance and estate planning.