I help people to understand their money so they can use it how they best see fit.
I advocate lifestyle & financial strategies as opposed to selling products.
I’m a member of the FPA & also a registered tax (financial) adviser.
I help people to own property of any type or purpose.
I advise individuals & businesses on how to manage debt & achieve growth with strategies in addition to my mortgage broker solutions.
I was a finalist for The Adviser Better Business Awards in 2019.
I assist client meet their tax compliance needs (including income tax, GST and capital gains tax) and use this business insight to provide advisory services to help people develop profitable and sustainable businesses.
I provide taxation planning, structural and business management advice to meet client’s requirements.
I publish content that helps people with their financial & lifestyle goals.
I have experience in major financial institutions in both London, Melbourne & Auckland.
I make sure the team can spend more time educating & advising people & businesses.
I have over ten years’ experience in team management roles.