About Us

My family have a long association with the South West region of W.A.  From Boyup Brook and Bridgetown, to the banks of the Blackwood river in Augusta and now in Margaret River, my family have an extensive history in owning and operating small businesses across multiple industries.

What I observed through my experiences in both small business and in previous employment, was many families who failed to adequately plan their finances found themselves exposed when personal or economic circumstances changed.  This was in part my motivation which led me to the wealth management profession. 

You see, I haven’t always worked in wealth management and my journey is fairly unique compared to most of my peers.  In my late twenties, I was at a crossroads.  I was working on remote gold mines in W.A. and had travelled extensively, but was not content.  I was fascinated by the concept of building and preserving wealth for the future but did not believe I had the expertise to do so.  I knew a formal education and real market experience, coupled with strong technical competence, could genuinely help, not only my own family, but others who didn’t have the expertise or time to build and manage their own family wealth.

How does one go from the diesel and dust of mine sites in remote parts of WA, to managing significant family wealth for private clients?  Well it takes allot of time and plenty of hard work.  It also took a determined ability to identify what I wanted to achieve and then being able to map a plan to secure my future.  Being able to adapt my plan to navigate the inevitable bumps along the way and stay on track to achieve my aspirations was the most crucial aspect of my Life Plan.  

This is the proven capability I deliver to my clients every day.  

My journey has at times been arduous and stressful.  But ultimately worthwhile, as today I now get to help everyday Australians achieve a better financial future for themselves and their family.  Why am I sharing my story?  I share my story, to articulate that it is indeed possible for one to completely alter their future outcomes.  

Authenticity is important. 

This passion for helping my clients achieve their personal aspirations by delivering meaningful and enhanced wealth management outcomes is complemented by my technical knowledge of the business and numerous professional qualifications and education background.