Qualifications
& Memberships
- Certified Financial Planner
- Diploma Financial Planning
- Member of Financial Planning Association
Areas of
Expertise
Live Well. Worry Less. – That’s the goal we have for our clients.
Our clients have worked hard for their wealth, and by fully understanding each individual’s idea of Financial Freedom, that is when we can help them create the life they really want to live.
We encourage our clients to stop and think – what do they want from life? How can we help them reach their aspirations? How do we protect what is important to them?
We partner with our clients for the long term, providing a service tailored to their unique needs and financial dreams.
I am a Certified Financial Planner and have a financial services career spanning 18 years in planning, management and technical roles. I started my own Financial Planning practice, to provide a more personalised and long term service to my clients than was possible while working for large financial institutions.
My expertise, and that of my team, is providing advice to high net worth individuals and business owners, in particular I specialise in succession and estate planning, wealth creation and retirement planning.
Meet our team
