About Us

I began working in the Melbourne financial services industry in 2001.

My family were Mortgage Brokers, so I grew up hearing and seeing stories of clients that needed advice which went beyond what a broker could provide. Their questions about how to manage their super, which assets to invest in and how to plan for retirement sparked my interest to find the answers to these meaningful questions.

A financial advisor that practices what she preaches.

With a knack for numbers (I’ve got a PhD in Chemical Engineering from University of Melbourne) and an inquisitive mind, I started investing in property and shares. I learned which investment options delivered the best results and began writing a monthly newsletter called, The Share Factor.

As subscribers to the newsletter grew and grew, I realised it was the coaching and mentoring to my clients that gave me the most joy. I went back to ‘school’, got my financial advisor qualification, and am now an Associate member of the Financial Planning Association.

Together, we will get your money working for you.

A key aspect of what I do for my clients is help them get the right balance between ‘enjoying life now’ verses ‘enjoying the journey of life’. I believe to get this balance right, you benefit from having a clear vision of what you want to achieve.

My aim is to understand your goals … even the non-financial ones… and then help you achieve them.

My personal mantra is to be Happy, Healthy and Financially Secure.