About Me

I help my clients "live their best life" by assisting them with strategic advice, goal setting, scenario projections, and regular reviews to track their progress. My experience extends to the following areas:Debt management, Gearing strategies, Tax mitigation strategies, Investments, Portfolio reviews, Superannuation, SMSFs, Retirement planning, Risk management and Estate Planning.I also have a network of trusted professionals who can help you with other finance related areas such as Lending, Debt consolidation, Conveyancing, Legal advice and Estate Planning.