CERTIFIED FINANCIAL PLANNER®, Grad Dip Fin Plan, Grad Dip Bus, SMSF Specialist Adviser
ASIC Adviser Identification number 329632
For over 12 years I have helped clients simplify complex financial situations brought about by significant life change events including building careers and businesses, retirement, marriage separation, death of a loved one and growing families wanting to grow and protect their future.
Traditionally, most people expect a financial adviser’s ability to be tied to just investment performance or money.
Whilst these things are important, most seek more when planning for the future.
Life is not a rehearsal – precious time is slipping away.
My clients seek an approach to advice that provides outcome aligned to their values and sense of purpose for the life they seek to live.
Firstly, I help clients create clarity with the planning issues for now and into the future. Much of what we discuss is around identifying the desired lifestyle by understanding the present and past journey as we lay the future path together.
Secondly, many of my clients appreciate a sense of self-discovery, exploring the skills to be more effective with the financial resources they have available.
They next seek insights and perspectives. This is a realisation of the financial resources they have now, and awareness of the resources they will need in the future.
Finally, I work as an ongoing partner with my clients – helping reduce fear of ever running out of money. Over time and as life changes we’re able to adjust the plans and strategies to better reflect changing needs.
My value comes from a mutual understanding of life not being a rehearsal and its challenges over time. My clients are people with real dreams and concerns – not funds invested. Investment management or financial planning isn’t what I do – but how I do it!
I was recognised in 2019 and 2016 as a Finalist in the FPA AFP Financial Adviser of the Year, Beddoes Institute 2015 Most Trusted Advisers and the 2013 FPA Financial Planner AFP Best Practice Award WA runner up.
ABN 54 139 889 535 AFSL 357306