- Cutting through the jargon to make finance easier
- Advice through education
- Understanding what is important to you
I come from a very diverse background and bring a wealth of experience to my role. I have served in the Royal New Zealand Navy, worked in the mining industry in Western Australia, and have grown up in and around the real estate industry - with my father owning several real estate franchises and my sister also in the business. Prior to working in financial services, I was an agent with Mike Pero Real Estate in Auckland.
I entered the financial services with One50 Group and quickly found my feet as an adviser - becoming a Partner in the business in 2019 before joining Lifetime in 2021. As well as assisting my clients I have also been responsible for helping train new advisers. I pride myself on possessing a strong work ethic, great attention to detail, excellent customer service, and an ability to connect with my clients.
Originally from the Hibiscus Coast, my family and I moved to Canterbury in 2020. We now live just outside of Christchurch, and in my downtime I can usually be found watching sport, in the gym, or enjoying the amazing playground that is the South Island.
My passions are:
- Health and fitness
- Family and friends
- Watching the Crusaders beat the Blues
My Three Golden Rules
- Never put money as your only goal in life.
- Failing to plan means planning to fail.
- Always have a credible alibi.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.