I believe our biggest asset is time. Ultimately, I want to help our clients be financially fit, so they can choose how they spend their time, not limited by money.
A few years ago, I lost ten kilos by changing my habits and sticking to a plan. It’s the same approach I take with financial planning. I help my clients create healthy money habits and a plan to look after their financial health. So, they feel more confident, secure and excited about life.
Working in the financial services industry since 2004, I specialise in helping people from all walks of wealth to plan for the future and explore opportunities to get ahead smarter and faster.
With extensive knowledge of Centrelink, I take the complexity out of claiming government payments (like the Age Pension) and help our clients maximise their entitlements.
I am meticulous with details, making sure I consider solutions from every angle when it comes to helping our clients get into a better financial position.
Outside work, I like keeping active, holidaying in Europe (when that’s possible), going to bars and restaurants and watching the latest blockbuster movies.