Advice I specialise in includes:

I believe you need to get the fundamentals right. Building strong financial foundations is the pre-requisite when I work with clients to map out the strategy that will help them achieve their goals. Here are some of the “problems” that our clients are asking me to work with them on:

• Getting their budget in order
• Making sure that they are putting away for that rainy day
• Paying off bad debts like credit card and personal loans
• Helping them put away for their first home
• Making sure they understanding how their superannuation is invested
• Investing their superannuation in a way that is appropriate for their needs and risk tolerance
• Ensuring that their estate and non-estate assets are going to the people they want
• Making sure they have a ‘plan b’
• Building a strategy that will allow them to have the ‘right amount of money, at the right time and that it is in the right hands’

• Making sure their money will outlast them, so they can retire with dignity
• Ensuring that we have a strategy to manage finances to maximise government entitlements, and minimise excess tax obligations
• Making sure that they have the discipline to pay off our mortgage well before they retire

Outside of work you will find me:

I live on the beautiful south coast in Port Elliot. Spare time is spent chasing the kids around the coast or mooching around coffee shops.

Qualifications and Membership:

• Bachelor of Economics – Flinders University
• Masters of Business Administration – Adelaide University
• Advanced Diploma in Financial Services (Financial Planning) – Kaplan
• Member of the Financial Planning Association of Australia

Qualification:

• Diploma of Financial Planning

Outside of work you will find me:

I live in the Adelaide Hills with my husband, Brett. We have two adult children and one delightful granddaughter. I can’t keep up the pace of running with Brett and prefer long walks instead.