With working full time and raising children, I appreciate the pressures of finding that perfect work-life balance. That balance is rarely achieved without a plan and due to busy lifestyles, many do not address this until it is too late. The crazy thing is the amount of time to restructure your financial position to fund your dreams is usually much less than the time you spend planning a holiday.

Many have dreams and aspirations, and we get excited in assisting you design your roadmap to fulfil a prosperous life. You do not need to be wealthy or earn a high income and in fact we see more higher income earners owning less assets than people on half their salary. It’s all about planning, understanding your spending habits and strategically allocating your surplus cash to areas that will enhance your life for the long term rather than living from pay to pay.

Our approach to helping you achieve your goals are based on your current financial position and what you feel comfortable to do it order to achieve them. It is not based on over committing yourself or taking unnecessary risks.

I am a member of the Financial Planning Association and have completed studies including the Advanced Diploma of Financial Services, Diploma in Financial Markets, Grad Dip Fin Planning and I am a Certified Financial Planner.