Why Choose Me

I help successful families and individuals turn financial complexity into clarity. With expertise in both financial planning and mortgage broking, I create holistic strategies that grow wealth, reduce stress, and give you back your time.

When you work with me, you’ll get someone who:

  • Understands that life isn’t just about money—it’s about freedom, family, and experiences.

  • Has deep knowledge of advanced strategies like SMSFs, trusts, and tax planning.

  • Provides integrated advice as both a financial planner and mortgage broker.

  • Builds practical strategies that ease financial pressure and give you more time for what matters.

Who I Work With

I work with high-earning families and professionals who want a clear plan and confident execution.

You will benefit from working with someone who:

  • Income: Household $200,000+ (or $100,000+ for single professionals)

  • Savings or equity: $100,000+ available to deploy

  • Goals: Upgrade the home, invest in property, restructure lending, or optimise tax and cash flow

  • Complexity welcome: Self-employed income, trusts, multi-property lending, and advanced tax considerations

  • SMSF suitability: With superannuation of $300,000+, we can assess SMSF options for greater control and potential ax advantages

Not quite at these numbers? That’s okay—fit is about strategy and intent, not just figures.

Reach out and let’s see what’s possible.

My Story

(For Those Who Want to Know More)

Numbers have always fascinated me. As a child, I loved math, but what truly lit me up was helping others. Whether it was school events, community fundraisers, or volunteering, I was always drawn to making a difference. Later, I earned a Bachelor of Business Administration, driven by a dream to one day be my own boss.

When I moved to Australia, I discovered the world of financial planning and instantly fell in love. It was the perfect blend of my passion for numbers and my desire to help people live better lives. Over the years, I've mastered strategies from the simple to the complex because every client deserves a solution tailored to their goals.  

Then life threw me a curveball: I became a mum to one, then twins. Suddenly, I understood firsthand the challenge of balancing family and financial security. That experience shaped my mission. I combined my entrepreneurial spirit, financial expertise, and real-life perspective to create a business that gives families the freedom to thrive. 

Today, as a financial planner and mortgage broker, I offer holistic advice that goes beyond numbers because wealth is about more than money. It is about time, choices, and peace of mind. If you are ready to build wealth without sacrificing what matters most, I would love to help you make it happen.

What Makes Me Different

I wear two hats—financial planner and mortgage broker—so you get a complete wealth solution without juggling multiple advisers. I take the pressure off and structure your finances in one place, so you can focus on living your life.

Ready to Take Control

of Your Financial Future?

Get a clear, practical plan with next steps tailored to you.

I take on a limited number of new clients each month.