Are you Lost In Space…?? Don’t know where to turn to or don’t know how to proceed? Tired of run of the mill & looking for something out of this world….
I am a Certified Financial Planner & a member of the Financial Advice Association Australia (FAAA). I have over 30 years of experience providing holistic financial planning advice to high income professionals, wealth accumulators & retirees. I am a passionate Finance Professional who provides innovative solutions for any financial situation. Through our firm we form long lasting relationships with clients who become part of our extended family. Our services are provided either directly through our firm or via allied professional partners, ensuring the correct solution is provided for all client needs.
I understand what it takes to think on your feet, work to deadlines, juggle work/life balance pressures & strive to achieve. I have worked in large & small organisations at the “coal face”, worked in middle & upper management & started a small business from scratch. My basic question that I ask on a regular occurrence is “Why” – Can we do this better/simpler/faster/more efficiently….
I am a Certified Financial Planner & a member of the Financial Advice Association Australia
I am a husband to my lovely wife Silvia & a father to 2 University Student children, as well as our Groodle & our 2 Russian Blue Cats. My family & I enjoy travel, relaxing with friends & family, sporting events, live music/concerts and good food & wine.
I love the decision making and the involvement with people who are looking to achieve great things for themselves and their family.
I love the feeling that comes with resolving an issue for you and the knowledge that we have formed a long lasting relationship. That is why I do what I do
