- Making sure your investments and KiwiSaver work for you.
- Selling or downsizing your property, or selling your business.
- Advice to select an investment that you understand and are comfortable with.
- Investment solutions to build wealth or provide an ongoing income.
- Strategies to mitigate your risks, and protect what you have built so far.
Who am I?
I am an Authorised Financial Adviser, and work with families and individuals to make smart money decisions. I believe that everyone needs a trusted person to help guide them on their financial journey.
What am I passionate about?
I am passionate about helping my clients set some goals and achieve them! Working with me can not only make it easier, but exciting too. Planning and investing doesn’t have to be painful- I work with both experienced and inexperienced investors to make sure you understand and are comfortable with the strategies we put in place, and get you excited and on track to achieve the lifestyle you want, worry free!
My 4 golden rules
- The best investment you can make is in a good financial adviser.
- You can have anything you what but not everything you want, so be honest about what is important for you to achieve.
- Its not always about getting the best returns- its about ensuring your money can help you live your best life.
- The more financially secure you are, the less insurances you require.
What do I specialize in?