Authorised Representative (286582) of Count Financial Ltd
CERTIFIED FINANCIAL PLANNER®
Bachelor of Commerce
(Accountancy - Merit)
Associate Diploma in Business
Diploma of Financial Planning
Registered Tax Agent
Chartered Tax Adviser
How I help
My favourite part of being a Financial Adviser is getting to know my clients and seeing their financial confidence grow.
When they first see me, clients often feel like their financial life is unorganised. After we’ve worked together, I can see the relief in their faces, knowing their finances and in order and optimised.
I want the best for my clients, and that includes helping them take advantage of every strategy opportunity.
My clients rely on me. I’m often the first point of call when they have a financial dilemma. And I wouldn’t have it any other way.
If I can’t help, I connect them with professionals in my network who I trust to do a good job for them.
Most of the people I help have been leading up to retirement and planning on how to manage their money during that next phase of their life. It’s an honour to do so.
But I’m pleased to say, I’m also helping more and more younger people who want to set up their best money life now.
Helping the next generation (sometimes our client’s children) to create a financial life where they feel in control of their money and feel confident about their money decisions.
Wealth is the ability to full experience life.
Henry David Thoreau
What is wealth?
I believe money is only one part of your ‘wealth’ and your wellbeing.
The wellbeing or happiness triangle looks at:
Relationships + Finance + Purpose.
You don’t need to be ‘rich’ to lead a fulfilled and happy life.
Clients who focus on relationships with friends/family and work out their ‘purpose’ in life are the ones that are the happiest and ‘wealthiest’.
What is the biggest benefit for someone considering financial advice?
Clients feel relieved and happy to know their financial position has been thoroughly reviewed and are taking action to make their personal goals happen.
Clients often feel a weight has lifted off their shoulders when they can see where their financial life is heading and the lifestyle they can enjoy now and in the future.
Clients walk away knowing that all options have been considered and strategies utilised to maximise their position.