Why I do what I do:
Delivering peace of mind for my clients and remembering the small things that matter. It’s rewarding for clients to see me as the go-to person in their circle for advice about retirement, superannuation, investing and transferring wealth to the next generation.
How I help clients and their business:
I specialise in pre-retirement planning and helping clients live a no-regrets lifestyle now and in the future. My approach is all about getting the balance right, investing wisely for the future while helping clients fund their lifestyle goals along the journey.
A bit more about me:
With my young family, we made the ultimate lifestyle decision to relocate from Southbank to Ocean Grove in 2017. I love spending time with my family outdoors, at the beach and exploring the local markets.