I want to put the FUN back in Finance!! I am passionate about making sure that everyone is educated about making their superannuation work for them, and helping them save fees and invest it properly so it is growing!!!
I am also trying to change the world- one family at a time!- by making sure that noone has to go through to financial hardship due to illness, injury or death affecting their family. I make sure that all of my clients have proper custom personal insurance cover that is tailored to them, so that no matter what happens, finances are the one thing that you do not have to worry about!
I also specialise in investing and retirement planning- putting some structure around your future so you can know what you need to do to reach your goals!!
I have been a financial planner for 10 years, and in finance for 15. I have a couple of uni degrees (ok, 4!), and tons of passion and empathy for helping put my clients in a better position financially.
I come out to see you in your home or business for a no-cost, no-obligation appointment, to see how I can help you, and if we agree together that I can add value to your situation, I will sort everything out. The best part is that we can use the funds in your super to assist with cost, and in most cases I can get you all set up without it affecting your cashflow at all!
Get in touch today for your initial appointment, and start getting excited about finances again!
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