Professional Biography
I feel extremely privileged to be able to help clients grow, protect and transfer their wealth
How do you describe what you do?
More than anything, I really listen to my clients to fully understand their objectives and requirements.
What's next for you professionally?
I am heavily involved in assisting business owners shape-up for 'business as usual' or a potential exit.
How did you start off in your career?
I started work with a general insurance company but after a few years of working in underwriting and settling claims I made the move to their life office and haven't looked back since.
What's your favourite thing about your role?
Meeting with and listening to my clients - it definitely gets me out of bed in the morning.
Why does my role as a wealth manager matter?
I am privileged in being able to help individuals grow, protect, and transfer their wealth efficiently - offering expert guidance on investments, taxes, retirement, and estate planning to achieve their long-term financial goals.
What qualifications and memberships do you have?
- Chartered Financial Planner
- Fellow of the Personal Finance Society