BIG LOVES:
Family, friends, excellent food and a great book
No Thanks
Being unwell and doing laundry (most housework in fact)
Dreams
To retire early and travel the world
BIO:
With a strong passion for everything wealth related, I entered the financial planning industry straight after finishing high school. At the time, I was completing a Bachelor of Business in Financial Planning through RMIT and although it only feels like yesterday, it was over 20 years ago now.
I thank my parents for my love of financial planning, as I was taught from an early age that wealth wasn’t about your income, but what you did with it. My mother was always bringing home inspirational case studies about investing and inspirational quotes. My favourite, credited to Albert Einstein, is ‘Compound interest is the eighth wonder of the world. He who understands it, earns it, he who doesn’t, pays it.’
I genuinely believe that everyone deserves to accomplish their goals. I’m grateful that I’m able to use my strengths to assist people of all ages work towards financial independence, which I believe is the first step in making your vision of success a reality.