Associate Adviser

GradDipFinPlan (studying), AdvDip FinPlan, DipFinPlan+SMSF, DipMarktg

Q. When you aren’t being a workplace - rockstar what do you like to in your spare time?

We like to go to the beach as a family and hit up a sunshine coast brunch. We’re also doing some upgrades to our house and getting ready for baby #3.

Q. How do you stay “financially well”?

We manage our budget tightly, we live well within our means, run a healthy cash buffer and we try to build our asset base.

Q. What is one thing you would love for our clients to know about you?

I’m right there in the trenches next to them. I have a growing family, I have goals, I have debts and a finite amount of energy to spend each day. Going places is a grind and takes long term discipline and good habits. I get it.

Q. One goal you want to achieve before the end of 2023?

With our 3rd baby on the way, I’m hoping to transition to a new way of family life whilst keeping everyone happy. Famous last words. 

Q. What is something you are really looking forward to in 2023?

Finding a new balance for the family and finishing some home upgrades!