I embarked on my professional journey in the financial planning sector back in 2000. Over the years, I gained extensive experience in various positions such as advice support, professional standards, software solutions, and head of operations. In 2020, I became the Practice Manager for the Sutherland, Cronulla, and Wollongong team. Subsequently, in 2021, I began offering financial advice through FuturePoint Wealth.
I’m motivated by helping you understand the financial planning process, which can seem complex and confusing. Clarity and certainty are super important to your peace of mind. It’s my job to provide you with ongoing support to tailor a plan that helps you achieve your short term and long-term goals.
Recently working with a couple to give them peace of mind around retirement. It was so rewarding seeing their concerns being replaced by excitement about achieving their best future.
Make sure your financial goals are meaningful to you. Those are the ones you stick to.
Be grateful for everything you have.