Senior partner in a boutique financial planning firm, Sydney Financial Planning.
Voted Most Trusted Adviser® in 2014, 2015, 2016, 2017, 2018 (clients surveyed by independent Beddoes Institute).
I specialise in two main areas – financial life planning and behavioural investment counselling.
The first one includes financial advice and coaching of people through all stages of their lives and maximising their financial potential, while minimising the stress and anxiety financial decisions often create.
The second part involves helping clients invest through all the cycles of the economy and all the fads and fears of the market. It’s based on focusing on the only variable we can fully control when it comes to investing – their investor behaviour.
I enjoy working with young individuals and their families who seek a simple and elegant lifestyle with purpose. My financial coaching addresses client’s personal values and closes the ‘behaviour gap’ between all the things we (know we) should be doing and the things we actually do. It takes clients through the process of ‘unlearning’ unhealthy money habits and replacing them with simple, elegant and practical money behaviour. It’s not only critical for building real wealth but alsodevelops a confident and healthy money mindset for life.