If you’re ready to make your money work for you?
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If you want to reach out, please complete the form, and we will call you within 1 business day.
Where am I based?
I have designed my business around providing quality financial advice across Australia.
I work virtually with the majority of my clients. That means I can work with anyone across Australia in a way that is flexible and aligns with your lifestyle.
I am based in Victoria and can do some in-person meetings, depending on location.
Frequently Asked Questions
Are you qualified?
Yes. I am qualified, registered, and licensed to provide advice. You can confirm this on Australian Government’s MoneySmart Financial Adviser Register
Are you experienced?
Yes, I have helped hundreds of people reach financial freedom and retirement. I have worked with everyone from your average mum and dad to complex multimillionaire business owners.
Do you work for any banks or product providers?
No, I don’t and I never have.
I’m not sure if my situation is complicated enough for an adviser?
There is no cost to ask. If I feel like I can’t help you, I’ll let you know politely, and do my best to point you in the right direction.
Aren’t financial advisers just for the rich or those retiring?
No, financial advisers serve a wide range of Australians.
Getting advice from a financial adviser whilst you are in your working life can be life-changing.
We have to be able to deliver value for any service offered. If we do not believe there will be value for you, then we will let you know.
How much do you cost?
It depends on the work involved. I will first run through whether we are a good fit to work together. We can then dig deeper into your situation and see how we can help. It’s important you understand the fees involved, so we will provide you with a simple number at the end of our initial meeting. We only want to work with you if you feel comfortable and want to proceed because you see value in what we are offering.
How much time will it take?
It depends on the work involved. Usually there is more work in the first year of working together, but this will save you hours of stress and worry. We want you to think less about money once you have a system for managing it, a plan, and someone to guide you.
