A bit about me professionally..
I started financial planning in 2007, but have worked in financial services since 1998.
I particularly enjoy working with clients in the pre-retirement phase – so if you’re planning to retire in the next five to 10 years, I’d love to help you get there.
Together, we can develop strategies to help build your super, eliminate any personal debt you may have, and importantly, start to think about what you would like your retirement to look like.
Then, once that retirement milestone is reached, we’ll keep working together to ensure your cashflow can provide you with the lifestyle you’ve been looking forward to enjoying.
Your retirement income may be generated from your personal investments, Centrelink benefits or a combination of both. And if you’re eligible for a Centrelink benefit (such as the Age Pension), I’m more than happy to assist you with this process, since it can be complicated and overwhelming. My aim is to make things simple and calm for you.
I can also assist clients who are interested in investing sustainably, as I understand that this is an important consideration for many clients; particularly now that more ESG investment opportunities are becoming available.
I would like to think that the two words my client would say best describe me are: compassionate and caring.
A bit about me personally…
I have two gorgeous young children, so much of my time away from the office is spent with them.
My hobbies include cooking delicious meals – especially when it’s with food I’ve grown in my own edible garden.
I’m also a photographer, specialising in children’s and family portraits.
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