Based in Melbourne, I currently work at Equi Wealth, a wealth advisory firm where we help clients create leverage and protect wealth without sacrificing their lifestyle. I love what I do and we aim to give all our clients confidence, freedom, and control of their finances through simple solutions
What We Can Do for YOU
SMSF & SUPER
Provide a free review to optimise performance and reduce costs
Provide a free insurance review to make sure you’re covered - rain, hail or shine - in the most cost effective way
Provide a free tax structure review to make sure you don’t pay more tax than you have to, in the short term and long term.
Provide a free investment and asset allocation strategy review to improve investment portfolio performance
Our Veloce residential property fund enables you to invest in property to save the deposit for your first home, or for an investment property, or just to be in the property market.
I can help you arrange
A chance for us to understand each other better. This initial consultation will help you craft your wealth creation MasterPlan – and is always free of charge and obligation free.
A qualified, professional speaker can share their experience and knowledge in finance and investing to guide your team in making better, more informed financial decisions.