Our Advisers

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’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’m passionate about providing you with comprehensive strategic advice – whether you’re just starting out on your wealth building journey, or are nearing retirement.

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.

I very much value and enjoy the long-term relationships I’ve built with many clients, and look forward to building one with you also.

The number one thing I love about my job is having really meaningful conversations with people. Financial planning is rarely about number crunching and more about understanding people.

I appreciate and understand it’s usually the ‘little things’ that are most important – such as family celebrations, travels, births and deaths – so they need to be to planned for appropriately.

I aim to make complex financial issues, like Superannuation and Centrelink (the Aged Pension) simple. My goal is to have happy, educated clients, who see the value in our ongoing relationship.

I firmly believe that financial planning extends beyond numbers and recognize that people’s narratives are completely unique, and each journey requires its own map. The advice we provide is unique to each client and is never set in stone, we embark on a journey together and navigate the intricate interplay between ambitions and dollars.

I work closely with Craig Kirkwood, assisting him with all aspects of personal insurance, quoting, formal advice documents, applications, claims, and ongoing service.