As a Private Wealth and Strategy Adviser at Bennett Wealth Group I’m part of a dynamic team that assists people formulate strategies to help organise their lives and focus on what’s important to them. Typically we work with busy families, professionals, business owners, retirees and people proactive in thinking about their future. Being located in Western Australia we specialise in working with people in the resource and oil/gas sectors, dealing with the particular issues and complexities that arises with this type of work. Initially our process helps clarify the main issues, goals and objectives a person has. We then formulate a financial strategy that suits them and finally coordinate the execution of that strategy. My advice generally covers the areas of wealth creation, family structures, superannuation, risk management, asset protection, estate planning and more. My passion is in people living their best lives.To assist with helping our clients in their journeys we utilise a strong network of professional including Lawyers, Accountants, Business Coaches, Mortgage Brokers and other professionals. Being able to rely on a best of breed team of professionals means that I can make sure the best outcomes are being achieved. I started my journey in the Financial Services Industry 10 years ago and in that time have worked in a range of technical roles. In addition I am currently part of STEP Australia a professional association for advising families across generations, The Financial Planning Association and the Self-Managed Super Fund Association.