I have been in the Financial Services industry since 2010 and a practicing Financial Adviser since 2018.
I am passionate about helping clients achieve their financial goals and protecting what matters to them. I place importance on completing in depth analysis which are tailored to each client. This is to help identify potential opportunities for protecting and growing wealth.
I offer services in the Insurance and Investment space, and I am motivated to engage with anyone who sees value in setting yourself up for success.
I have helped many clients over the years so that they can continue to maintain the positive well-being and lifestyle that they are working so hard for.
When I am not helping clients, I take care of my own wellbeing by catching up with family and enjoying the sunny lifestyle in the Bay of Plenty.