About Me

I’ve been in Financial Planning for 24 years. A lot has changed in that time, that’s for sure. But one thing that hasn’t changed is the reason I do what I do… I very simply like to help people. I help people work out how to solve their money worries - often by just doing all the simple things right. I help piece together all the moving parts of their financial puzzle and make sure my clients are prepared for the worst while looking forward to their success. Success means something different to each of us – worldwide travel, a home in the country, getting children through University, the ‘big lap’ of Australia, not having to rely on the Age Pension, or just generally not having to worry about money when it comes to doing what you want from day to day. I like educating people about how money works as the more you know, the better decisions you can make, the more confident you become and the less stress you carry while you get on with doing what you enjoy. Being out of the city means I not only enjoy the flexibility of working close to home; but also allows me to be accessible to people in my local community who are seeking advice.