As a qualified adviser with over 15 years of experience in the financial industry, I have realised that the best way to improve people’s financial situation and direction towards their financial freedom is by applying a personalised holistic approach.
That simply means working out a personalised financial freedom strategy using my expertise in investment funds, KiwiSaver, insurance protection and lending services to achieve successful results for my clients.
From my recent personal experience, I was convinced of how important it is to start thinking and planning a future from a young age by looking at a combination of these “building blocks”.
This approach often means shifting the mindset of how we view “Retirement” in the “Financial Freedom Strategy”.
You may be single in your 30s, 40s or 50s or have a partner and a family.
Every situation is different. One size does not fit all.
So I would like to help you develop, look after and grow your financial freedom strategy to achieve the best financial planning result for you in collaboration with the skilled team of senior financial advisors at The Advice Hub.
On a personal note, my five F’s in my life are faith, family/friends, finance, food and fitness.
I value spending quality time with people, having a laugh and helping others accomplish their goals.
I love the outdoors and adventures, most sports – particularly basketball, in which I have been coaching and mentoring youth for seven years.
Scroll down to learn more information about me and my services. Nothing can replace the human touch, so schedule a call with me to start your future today!