I have more than 30 years’ experience in the financial planning sector and I’ve been advising clients since 1996. Many of my original clients are still with me all these years later, I even deal with the children and grandchildren of many clients.
I specialise in both intergenerational wealth planning and advising business owners.
These specialisations help me to make a real difference to people’s lives, not just their finances.
As the Managing Director, I spend my day looking after my valued clients as well as the ongoing management of the business. I’m an early starter and will often be in the office around 7:00 am.