Area of expertise

When it comes to financial planning, it’s not about selling products or chasing trends. It’s about understanding your situation, listening carefully, and providing advice that puts you first. As an independent adviser, I’m not aligned with institutions or products, so my recommendations are based purely on what’s right for you. With specialist expertise in superannuation, retirement planning, insurance, strategies to maximise your wealth, estate planning and aged care advice, each stage in life is covered with service designed to help you gain clarity, protect what matters, and confidently move forward.

Start building a personalised financial plan that reflects your goals.

Financial planning services

The right financial advice helps you understand where you are now and where you want to be. These services are tailored to support innovative, structured decision-making at every stage of life. Protecting what you’ve built is just as important as growing it. These services focus on reducing risk, planning for uncertainty, and ensuring your finances support your family’s future no matter what life brings.

Superannuation

Make your super work harder and align it with your future goals. Take advantage of concessions made available to you.

Centrelink

Navigate entitlements and benefits to ensure you receive what you’re eligible for.

Estate planning

Protect your assets and make sure your wishes are fulfilled.

Self-managed super funds

Guidance on managing your fund, with clarity around your obligations.

Pre-retirement and retirement planning

Prepare with confidence and structure for a secure retirement.

Wealth creation and Maintenance

Choose your personal investment portfolio path built for your goals, or an easy Pre-Mixed option. Both available through your Industry Super Fund.

Explore how personalised, independent advice can secure your retirement and grow your wealth.

Protection and insurance advice

Life, TPD, trauma and income protection

Insurance solutions built around your actual needs, tax related outcomes and affordability of premiums.

Estate planning

Advice helping you to protect as well as delivering certainty that your loved ones will benefit after your passing.

Superannuation contribution and tax minimisation strategies

Building retirement wealth and reducing tax allowing you to keep more of what you earn.

Protect what matters most with insurance designed for your needs.

Wealth creation and maintenance

Tax minimisation strategies

Reduce unnecessary tax and keep more of what you earn.

Investment advice

Make informed decisions with guidance that reflects your goals and risk appetite.

Investment strategies

A long-term approach to building and managing wealth on your terms.

Ready to take control of your financial future?

Book a complementary consultation to discuss your goals and explore the right advice for you.