I have always had an avid interest in finances and investment markets. I’ve pursued this passion because I wanted to help other people take control of their finances and learn and implement strategies that will work for them to help them realise their full potential.
Like many people, I have found myself at times disappointed with some of the practices within the Financial Services industry particularly the focus put on selling product. This is one of the main reasons I started my own business, so that I could work with like-minded clients to achieve their goals with the use of products as a component of this process rather than the focus.
How can I help?
Fundamentally, my primary aim when working with clients is to bring financial order to their lives to make the process of accumulating and protecting wealth automatic and predictable. My services are tailored to help each person achieve their individual priorities.
The process I take my clients through is designed to:
- Understand your goals, objectives and your reasons for engaging with me.
- Help create an overall strategy that will meet both your short and long term needs.
- Explain an array of product solutions and determine how they might fit into your financial plan.
- Act as an effective financial coach to keep you focussed on your goals and filter out distractions.
Who do I work with?
Like any successful relationship, the one between an adviser and their client needs to be based on mutual trust and respect. I really enjoy and find I get the best results when working with people who are open to advice, motivated and ready to act.
I specialise in working with:
Accumulators – Young singles, couples and families starting out on their financial journey.
Pre-retirees – Approaching their retirement date and wanting to maximise their nest egg.
Retirees – About to retire or already retired and looking to enjoy life without having to worry about money matters.
My goal is to be able to provide you with a holistic advice solution that meets your needs. I have partnered with other trusted professionals in the areas of Finance and Mortgage Broking, Estate Planning, Accounting, Property and Aged Care to deliver on this goal.
Integrity – Honesty is the only policy no matter how difficult the conversation.
Transparency – Full transparency in all our dealings fosters trust and ensures informed decisions can be made.
Service & Professionalism – Our business exists to serve our clients at the highest possible level and always endeavours to exceed expectations.
Respect & Teamwork – We value the contributions of all members of the team. We appreciate it takes a team effort to create something truly great.
Prosperity – We believe that everyone deserves the opportunity to be prosperous and live their very best life possible.