I provide a range of financial services from lifestyle and goal planning, cash flow management, debt management, investment planning, superannuation, pre-retirement planning, in-retirement planning and estate planning advice.
Your needs will evolve and change depending on your priorities. Which of the following best describes your stage in life?
Let’s get the fundamentals right. Together we will lay the financial foundations to set yourself up for the future.
You’re putting in a lot of hard work, but are you wasting your financial opportunities? Now is the time to take a good hard look at your situation, bring it all together and take you to the next level.
It’s time to take the foot of the pedal and enjoy the fruits of your labour. At this critical stage of life it is more important than ever to get the right advice and make the right decisions.
I am a CERTIFIED FINANCIAL PLANNER®, working for more than 20 years with ordinary Australians at different stages of their life to help them meet their financial goals.
I am known for my friendly, approachable style. I will provide you with quality financial planning advice to help you build and preserve wealth, manage risk and maximise choices based on what’s important to you.
Every financial stage of life has it’s own unique opportunities. I am here to help you make wise choices.
Strategy First Financial Planning
Securing your financial future.
As a financial planning professional, I have a proven track record of providing sound financial advice to a range of clients all over Australia who are today improving their financial position to better their lives and those who they care about.
I am a CERTIFIED FINANCIAL PLANNER® listed on the ASIC Financial Adviser Register and I hold a Master of Financial Planning degree as well as other financial planning qualifications.
I have 20 years experience in technical and advisory roles in financial planning, providing life-changing, sound financial advice to a range of clients.
“I offer simple explanations at your level of understanding so that you can be empowered to make effective financial decisions given your circumstances and goals. I only provide highly tailored, personal solutions.”
CERTIFIED FINANCIAL PLANNER®