A bit about me professionally…
I look forward to listening to your situation and goals for retirement, to explain what strategies and investment options are suited to you. I enjoy these discussions, as everyone’s story is unique and what’s required changes when understanding each client’s scenario.
I like to start working with you at the time when your eye moves towards retirement – as this will allow us to build rapport going forward. Together, we’ll adjust the level of advice and support you need to ensure it’s appropriate to your evolving stages of life, or when a significant life event occurs.
As a part owner of Goldsborough, I aim to maintain a strong and long-term relationship with you, well into your retirement.
I pride myself on providing an appropriate balance of involvement in a client’s investment products but without a sales-driven focus. This is done by providing a clear explanation of what our investment philosophy is, how it fits into the Australian wealth management industry, and the alternatives available to you.
My focus is on you and your goals, so I prefer to keep the investment strategy simple and not make my recommendations overly complicated.
I’ve worked in financial planning since 2001 and started working at Goldsborough in 2004.
I feel fortunate to be at Goldsborough, as we have a great culture with likeminded advisers who have a collegiate approach in assisting our clients. However, I’ll be your point of contact whenever you have a question or query – and I always welcome your phone calls or emails.
A bit about me personally…
I enjoy a busy life outside of work with my wife, three children, and all the sport and activities that go with a young family.
Whenever possible, we’re outdoors exploring the state in a Cub camper trailer, and we have an old Caribbean ski boat that the kids love. For fitness, I like to MTB (mountain bike) ride.
CERTIFIED FINANCIAL PLANNER® is a certification mark owned by the Certified Financial Planner Board of Standards Inc. (USA) and used by the FPA under license.