Summary

As the Director of XIN Wealth with over 12 years of experience, my passion and mission are to help families achieve financial freedom through quality advice and strategic planning. My expertise in SMSF, superannuation, insurance, and tax planning form the foundation of my service delivery. However, it is my sincere heart and dedication to my clients that truly drive my success. As a Certified Financial Planner® and an SMSF Specialist Advisor (SSA®), I specialise in growing and protecting wealth, with a particular strength in strategic planning, investment, and family wealth succession. I take great pride in seeing my clients face financial challenges and opportunities with confidence and a smile, knowing they are well-prepared and supported. Whether it’s through comprehensive financial planning, investment strategies, or family wealth succession planning, my goal is to provide peace of mind and a secure financial future for every client. Let’s connect and explore how I can help you achieve your financial goals.