Professional Biography
I’m proud to help clients navigate major financial moments with clarity and confidence.
How do you describe what you do?
I help clients embrace what’s next with clarity, context and confidence to live their best life, enjoy their desired lifestyle for lifetime, leave a meaningful legacy for those who matter most, stay in control and be inspired about the future.
What's next for you professionally?
I’m focused on helping more clients achieve clarity, confidence and control in their financial lives — aligning money decisions with what matters most, and continuing to support long-standing relationships with care, insight and purpose
What's the best piece of advice you've ever been given?
I supported two entrepreneurs from start-up to exit over 12 years. My advice ensured protection was in place; when tragedy struck, one family’s future was secured ,and I guided the surviving owner through a successful sale. Both families remain clients.
Where do you get your inspiration to embrace what's next?
My inspiration comes from my family. As a parent, my purpose is to guide my children to live their best lives — that drives me to keep growing, learning and helping others make wise decisions that support the people they care about most.
What's your favourite thing about your role?
Helping clients make life-changing decisions with confidence — especially business owners navigating an exit. I am proud to be a trusted adviser who brings experience, insight, structure and long-term support to their journey
What qualifications and memberships do you have?
- Chartered Financial Planner
- FPFS Fellow of the Personal Finance Society
- MCIBS Chartered Banker
- CSI Member of the Chartered Institute of Securities and Investments