I love helping people make smart decisions with their money so they can enjoy living a full retirement, confident that they won’t run out of money before they run out of life!
People come to me thinking they want investments but what they actually need is a financial plan – everyone needs a plan, including me! I can’t see my own financial blind spots (no-one can!) so my financial adviser steers me back on course when I drift off track.
I attended Otago University, completing a Bachelor of Commerce and a Physical Education degree, gained a Post Graduate Diploma from Massey University (Endorsed in Personal Financial Planning), am an Accredited Investment Fiduciary, an Authorised Financial Adviser and a Certified Financial Planner.