Since 2010, I have successfully operated in financial and strategic roles within small and medium enterprises to global corporate listed companies.

While on course to building a long term career in finance, I witnessed family members, having worked hard all their lives move into retirement without certainty for their future. In viewing this pain, I shifted my attention onto gaining an understanding of how the situation occurred and what could have been done differently to avoid it. During this period of discovery, I soon realised that financial planning is a dynamic and interesting universe of varying planning elements and not just about retirement or investing. Financial planning brings various elements of ones life together and addresses the concerns, pains, needs and desires. Further to this, “quality” financial planning is about a long term vision for a partnership between a financial adviser and the client that not only sets a course in the present but, ensures the course remains true over time through active management.

Today, the prospect of partnering with my clients excites me because I understand the significant impact financial planning can have on ones life and the personal reward I feel in helping my clients understand the value.

I want to talk with you if you are interested in exploring the present and getting an idea of what your future could look like.