Summary

Hi I specialise in helping executives, professionals and business owners who are 5 to 15 years from retirement prepare for their next chapter and optimise their well-being. I do this by providing head and heart financial planning and estate planning advice. I compliment the advice provided by other professionals such as accountants and lawyers. I am a Chartered Accountant, estate planning, transition planning and a financial planner ("FChFP").

Focus Areas

• Estate Planning
• Retirement Planning
• Superannuation
• Wealth Management