People First, Not Policies
One of my core reasons for becoming a family centred financial planner and coach was so that I could take the tools that I have learnt, fine-tuned over the last 12 years and use them to help unpack what is so often complex, jargon-filled, stress enducing, documents, policies, and legal speak. This is to make the concepts and principles, understandable, simplified and accessible to all. You will help me to create the reality you feel you and your family deserves.
What will you get through working with me?
- You will have complex terms explained to you in plain and simple language. So much of the financial world is complex and unnecessarily long-winded. Together we can cut through the noise and get to the heart of what you want to provide for your family.
- You will not have policies pushed on you. Talking about the future is intimidating and can often feel like a massive mountain which feels impossible for you to climb. Working with a financial planner and coach, with the sole focus of being your financial partner to elevate your financial success is paramount to your financial wellbeing. Having someone selling you a product (which you might not understand fully or even need) does not allow you to make the best possible decisions in a relaxed and focused manner.
- For over a decade, I have dealt with every kind of family and have seen every kind of financial situation. You will encounter no judgement for what you want and what you currently have. We will work from where you are now and not where you think you should be.
- You will never experience any frustration trying to get hold of me. To me, no question is too small, because things are always evolving and changing and I am also learning, so it’s wonderful to be able to support you through whichever way you prefer
12 Years Of Helping Families With Their Financial Lives
Your Family Deserves More Than A One-Size-Fits-All Approach
You and your family are completely unique. To me, that is beautiful and wonderful.
Each family has its context, history, stories, values, and dreams. Treasure them!
We can design you a unique solution, customised to your situation. Simply populating a form with your details and moving on, is NOT what I do. When we work together, we enter into a relationship, a partnership and a journey of trust. One where I treat your family’s dreams with the same importance as I treat my own.
Transferring Your Legacy
It's important for Us To Connect On A Human Level
Who you are? What do you think about? What is your relationship to money? These and many more questions, have a huge impact on you and your family reaching your financial goals. Telling you what to think and what to do, is not my business. Rather it is to work alongside you, so that attaining your goals is as easy as possible.