Meet Our Team

I am passionate about placing clients in a better position than when we first met, this is one of the most rewarding feelings I get along with delivering a sense of satisfaction on client’s faces when they have reached their ultimate goal.

I do not take lightly what clients have entrusted my team and I with, their objectives, needs and goals!

Being able to utilise my expertise and knowledge to help clients is something special. The trust that clients place on me is a trust I do not waiver on.

Financial advice is a people business. Empowering myself with the appropriate expertise and knowledge gives me a sense of helping the community.

As a financial adviser, my passion lies in empowering clients to achieve financial independence and security. Here are some key aspects that drive my enthusiasm in this field:

• Seeing clients achieve their goals
• Providing clarity and confidence
• Building long term relationships
• Educating and empowering clients
• Customise solutions
• Navigating complex Financial landscapes
• Protecting clients’ futures

Knowing that my work has a direct, positive impact on people’s lives is incredibly motivating. Helping clients reduce financial stress, achieve their dreams, and secure their futures makes my career in financial planning meaningful and fulfilling.

I am passionate about my role for various reasons:

• Helping people make sound financial decisions.

• Putting them on a path they never knew existed.

• Re-directing their future is empowering to me.

• When I feel empowered I feel a sense of belonging and satisfaction.

• I am very passionate about seeking positive outcomes for my clients.

Financial planning gives me the ability to engage, and help people develop financial goals by providing strategies tailored to their situation.

Financial Planning gives the ability to build different skill sets which are essential to a client’s financial success.

Being knowledgeable technically and being skilled with people and handling their emotions isn’t easy, but it’s so rewarding

I am passionate about giving clients comfort when they ring that they are in good hands. Uncovering Services and benefits they may be entitled to such as Age Pension, Concessions etc.

Being able to place Client’s mind at ease about investing and the financial markets – translating the industry in language they understand.

I like the abundance of expertise and knowledge that is available to help clients to navigate the financial planning maze.

Financial planning can change lives. It can save lives, it can protect lives.

I like to build rapport with clients which will give the clients comfort when they contact us.

• I like the variety of tasks and self-learning/ improvement the role brings.

• I like the interaction with clients & finding out about their plans for their futures

• I like that our clients value us & the positive difference we make with their financial futures

For many people, navigating your financial and life circumstances can be a stressful and overwhelming time. I always get excited when speaking to new clients as it means that another person is a step closer to reaching their financial goals and achieving financial freedom.

As such, I strive to make that process as easy as possible by assisting our clients in any way that I can, such as clarifying information, explaining processes and even simply providing peace of mind to them.

Financial planning takes what we would do individually on a smaller
scale and widens our perspective to view and analyse our financial
situation in a much more extensive way. I like that financial planning
provides the knowledge and tools that act as the stepping stones for
multiple financial pathways such as planning your retirement, buying
your first home and even building personal wealth.

Additionally, I appreciate that financial planning is not a ‘one-size-fits-all’ service but is rather malleable and can be tweaked at any time to accommodate the curveballs that life may throw at us.

As a client service officer, I am passionate about providing top-notch administrative support to financial advisers and their clients.

There is a sense of fulfillment when clients entrust us with the administration of their financial accounts. Additionally, it’s rewarding to know that clients are able to maximise and make the most of their time on their personal lives as we are here to take care of their financial planning. 

Financial planning provides a sense of both responsibility and security. Planning and managing one’s financial affairs takes effort and discipline which could be exhausting in all aspects.

However, the idea of being aware where each penny of my hard-earned money is going real-time, and the knowledge on how to systematically and ethically build wealth is what personally gives me relief about my and my loved ones’ financial future.