I have spent more than 25 years in the private wealth arena and have been at HFMC since 2013. My small, high-calibre team and I work both with families with generational wealth as well as with individual clients who are looking for bespoke financial plans.
My team and I pride ourselves on being friendly and approachable. We offer strategies to help our clients achieve their financial goals, and present these to them in straightforward terms. Our aim is to simplify a sometimes complex set of financial relationships, often working with fellow professional advisers; lawyers, accountants, discretionary fund managers and private bankers.
Our offering can be as hands on or as ‘light touch’ as is required – we tailor your financial plan to help you to achieve your financial goals.
Most of my clients are long-standing, and recommend both me and the broader HFMC offering to others.
Providing clients with the best financial solutions for their individual circumstances leads to referrals, which is one of the most motivational aspects of our work and proves that we’re definitely doing something right.
Beyond work, I enjoy travel with my family, walking my dog, keeping chickens and collecting Aboriginal art.