A bit about me professionally…
I focus on developing a strategy and offering my clients all the information they need to feel comfortable with their financial direction – whether it’s in superannuation, a specific asset investment, or a general matter such as estate planning. This involves understanding your current situation as well as your long-term goals, and most importantly listening to what you really want.
I’m fortunate that I have a career I thoroughly enjoy. My role involves so much more than just numbers. I help clients with the ups and downs of their lives. I get to know their families and support them through many critical decisions that will determine their futures – and that of their next generations.
Whether you’re new to investing or are already enjoying retirement, I look forward to providing informative financial guidance to help you find the most appropriate solution to meet your needs.
While I provide advice on all areas of financial planning, wealth creation is definitely a passion of mine and something I look forward to helping my clients achieve.
A bit about me personally…
Married with a young family, I’m an active investor myself and personally understand the importance of making informed financial decisions. I’m also involved at a national level in the newest Olympic sport, kiteboarding. Plus, I enjoy other pursuits such as the SA Variety Bash each year.
