Holistic financial planning

Retirement planning specialist in SMSF

My career in financial services and wealth management gave me the opportunity to serve over 4,000 Australians.The most common challenge most people have when building wealth is how to do it in a way that is RIGHT for them.And the biggest problem is having too much information and biased advice out there!Unfortunately when engaging with professionals, one might tell you something different from the other; muddying an already murky water!I hep bring clarity so that you can master the financial game.

Holistic approach to life, relationship and money.

Provided strategic and tailored financial advice and significantly improved team members’ engagement through regular leadership meetings and coaching.Constantly sought ongoing improvement in client and stakeholder engagement through sharing best practice including presentations at regional annual professional development events for two consecutive years.

Led all areas of financial advice by providing weekly staff training as well as mentored new Financial Advisers to improve effectiveness with a particular focus on engagement and operating rhythm.

Improved the financial education of HESTA members by articulating complex financial concepts, such as transition to retirement pension and superannuation, in language which resonated well with each individual.