Why I do what I do:
I love helping clients achieve their goals because I understand the emotional impact and the joy that financial freedom can bring. I want to empower each of my clients by helping them achieve the things that matter most to them, whether that be spending more time with family or going on holidays.
How I help clients and their business:
I specialise in helping clients improve their financial literacy and also undertake a lot of our investment research, which allows me to help our financial planners to offer the right investments for our clients’ needs, regardless of whether they are just starting a family or looking to retire.
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I am passionate about our community and I give back by:
I work closely with the Financial Planning Association (FPA) as part of their emerging professionals committee to help inform, educate and develop students, emerging talent, and existing advisers around financial planning. Alongside working closely with universities, I have presented nationally on podcasts, webinars, and symposiums.
I also volunteer as a mentor with Camp Magic to help grieving kids overcome the loss of a loved one.
Additionally, helping the LBW Finacial Planning team by:
I helped develop LBW Financial Planning’s investment philosophy and hold a role in our investment committee.
A bit more about me:
I enjoy spending time with my partner and friends playing games both virtually and on the table! I also like bingeing Netflix and watching movies with my two adorable (but mischievous) cats