My path to FuturePoint Wealth
I moved to Australia in 2013 and joined MCFP / FinChoice with two crazy mortgage broking franchise owners in the Sutherland Shire. As business partners we had lots of great times building and nurturing the financial planning business.
When MCFP / FinChoice was bought out by REA,com in 2021 we had the unexpected opportunity to step away from the world of franchises to create FuturePoint Wealth. I’m excited about the future ahead.
Why I love what I do
I love educating and helping you to get on in life. You can control the future for you and your family if you understand your home loans, investment loans, how tax works, how to build retirement provisions, and how to grow wealth and protecting your assets. I’m passionate about empowering you to do that.
My favourite career moment so far?
Winning the Mortgage Choice / FinChoice Financial Planning franchise of the year in 2017. And I promise the fact that it happened in Hawaii has nothing to do with it.
My top tip
Pay yourself first by saving before you spend.
I wish someone had told me that …
When you’re told to ‘bring a plate’ in Australia there should be something on it.