Live today and plan for tomorrow
Hi, I am authorised to provide comprehensive financial planning advice.
I understands that everyone's needs are different, that's why my approach is tailored to each and every one of my clients. I provide individuals with an holistic approach to their financial lifestyle and goals. I can help individuals to establish, develop and achieve their goals throughout their lives and then to protect their assets for succession and future generations.
I have the knowledge and skill as an experienced financial adviser, as well interpersonal skills, compassion and a genuine focus on the needs of clients.
I gained a Bachelor of Commerce and Management degree from Lincoln University in 1992, majoring in Economics. I have also completed a Graduate Diploma in Business Studies (Personal Financial Planning) through Massey University while working part time and raising my family. I am also a member of the Institute of Financial Advisers.
I believe that there is a balance between living life now and enjoying your life in the future. If that is managed well clients can achieve both.