I am a tri-national, born in New Zealand, raised in South Africa and now resident in Australia, so I always have a win in Rugby and Cricket. I am a great believer in breaking the mould and seizing opportunities. By profession, I am a Financial Planner and a Mortgage Broker and as an ex-banker, I have a solid understanding of financials and speak fluent bank. I subscribe to the glass half full conc
ept, love a chat, and am known as a bit of a larrikin! Occasionally I’m asked why I chose Financial Planning as a profession, especially given it was not my early career choice—After all, I have been a club and mobile DJ, owned a Florist shop, served as a commissioned officer in the South African Defence Force and owned and operated a fire and security business as well as an office supplies business. I honestly don’t know why I chose to be a financial planner, perhaps it was because I enjoy all things financial and an ex-banker to boot! The biggest reward isn’t financial gain; few financial planners become millionaires. One of the reasons I do what I do is because of the people I meet and the engagement around their financial goals and journey
Don’t get me wrong; I enjoy the financial rewards of working, just like you. But it’s not what gets me out of bed every morning. Understanding their financial situation, and what they’d like to achieve, and what I can do to help them. What type of advice would I want if I were in their shoes? Another key driver for me, is I thrive on creating a custom, tailored plan for each client. They’re all different. And that keeps things interesting, real and focused. And finally, there’s a third, less tangible reason I continue to provide Advice and Credit Services. I find it incredibly satisfying that clients appreciate the benefits of my services and rely on me for trusted advice. In knowing this, I’ve chosen the right profession and it’s been rewarding for me, my clients and my family. So, if you’re looking for sound advice in the areas of insurance, superannuation or just general financial or retirement planning, I’d be delighted to catch up, have a coffee or a cold one and share some information.
