About Me

I am a Certified Financial Planner (CFP®) and Founding Director of Kalpa Wealth Management, a boutique privately owned and operated advisory business. I have over 19 years of experience in the financial services profession, including roles at leading Australian investment and accounting firms such as Macquarie Bank, NAB and DPM. I have a genuine passion for helping people improve their lives by making the most of their finances and systematically building their wealth. My clients feel comfort and freedom in knowing they’re doing as much as they can to gain financial security and enhance their financial position. I will work closely with you, ensuring I understand your values, needs and wants, to develop appropriate financial strategies that place you in control and give you a better understanding of how your choices affect your financial circumstances. I am committed to offering an unmatchable personalised and dedicated service, in which my clients value my trustworthiness, honesty, availability and approachable nature. My ability to translate often complex financial concepts into easy-to-understand solutions and strategies provides clients with comfort, security and confidence in their financial future. Outside of work, I enjoy watching and participating in sports, doing lots of DIY around the house, and spending time with my family, including two young daughters. My journey with me starts with a discovery meeting. I offer a complimentary and obligation-free appointment to commence discussing your financial challenges, goals, and objectives. During this meeting, our fees will be fully explained, which means you will have the opportunity to discuss and assess whether our services may be of value to you before making a decision to proceed.