Bio

Get to know me

I am an independent financial adviser who has been in the advice and insurance industry for close to two decades. I am fortunate to embrace my passion assisting clients with their financial and risk management needs. I always say: “Money it not always everything, yet everything appears to be about money”. I am motivated and invested to engage with you, via any platform (in person, telephone, zoom or via Microsoft Teams) to ensure YOUR everything has value in more ways than you might have thought. I am a happily married mother of two sons who enjoys relaxing with family in my free time.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Short Term Insurance
    • Fiduciary Services
    • Medical Cover (Sell)
    • GAP Cover (Sell)

Qualifications

Qualifications

  • Postgraduate Diploma in Financial Planning
  • National Certificate in Wealth Management
  • National Certificate in Financial Services: Wealth Management

Interests

Things I like to do

  • Singing
  • Arts and Crafts
  • Camping

CAMPAIGNS

Discover how we can support you

Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

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