Meet The Team

When I first became a financial planner, my manager said “Your role is to make friends out of your clients, NOT clients out of your friends!” I have really enjoyed helping lots of new friends to feel happy about their financial planning.

I think retirement is a fascinating life stage and I really enjoy helping clients as they approach and move into retirement.

Outside of work, I play golf and enjoy going on sports tours, either playing golf or watching rugby and cricket.