managing director (fsp46741)
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!
I am dedicated to helping business owners and farmers navigate the complexities of financial planning with clarity and confidence. With experience in entrepreneurship and agriculture, I understand the unique financial pressures and opportunities you face. From managing cash flow and minimising risks to planning for succession and retirement, I create tailored strategies that support your goals now and for the long term. My approach is practical, transparent, and rooted in helping you make smart, sustainable decisions for your business, your family, and your future.
Outside of work I enjoy watching club rugby and getting into the ski fields of Central Otago.
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), a Financial Adviser (FSP212286) and a Certified Financial Planner.
