Summary

I am a forward-thinking financial adviser passionate about helping professionals improve their financial position. Specialising in FIRE (Financial Independence, Retire Early), I guide clients to reach their wealth goals to achieve financial freedom. With around 20 years of experience as a Financial Planner, I help individuals, families and business owners understand and restructure their finances for a better future. Our service philosophy focuses on building lasting relationships, understanding client goals, and providing straightforward advice. I offer a range of financial planning services, including wealth creation, superannuation advice, investment, estate planning, and insurance. I tailor portfolios for individuals, families, and SMSFs, working with sophisticated investors for domestic and international opportunities. With expertise in investment, retirement planning, tax minimisation, and asset protection, we guide clients to their ideal financial position. As a CFP Member, I uphold professionalism and ethics, empowering clients to live life on their terms.