I am a dedicated financial adviser specialising in investment and personal risk management. My passion lies in helping individuals navigate the complexities of financial management, ensuring their future retirement with confidence. I take pride in tailoring each financial plan to meet my clients' unique goals and aspirations, providing them with personalised and comprehensive strategies.
Beyond my professional life, I lead an active lifestyle, finding joy in activities like CrossFit and tennis. Health and fitness are integral parts of my daily routine. After years of living abroad, I have settled in the vibrant and sunny city of Nelson.
My passion for financial services runs deep in my family. My mother, a financial adviser, has devoted her career to helping clients secure finance to get into property. I have witnessed her dedication as she assisted many families in purchasing their first home and eventually their forever home. This legacy of service and commitment to financial well-being continues to inspire and drive my professional endeavors.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.