About
I provide a tailored financial plan to help your wealth grow with your life.
What do I do?
I provide independent advice across many areas of financial planning, including savings, investments, tax planning and retirement planning. I also work with businesses to to help them explore suitable protection options.
What I find most fulfilling, though, is helping women who have taken career breaks and supporting some of the most vulnerable in our society, including the elderly. Providing guidance that helps them feel secure and confident about their financial future is incredibly rewarding.
Who am I?
I’ve been working in financial services since 1989, taking on various roles throughout my career, from wealth manager to my current role as a financial planner.
I’m proud to have been recognised for my work, winning the Business Mother of the Year award in 2019 and earning VouchedFor’s Top Rated Adviser status. These achievements mean a lot to me, but what matters most is making a real difference in my clients’ lives.
Why choose me?
Clients often tell me they appreciate my approachable style and the way I explain things in plain, jargon-free language.
I use modern tools like cashflow forecasting to give them clarity and confidence, whether it’s the reassurance that their assets will last a lifetime or the nudge they need to start saving more and cutting back on unnecessary spending.