As a qualified adviser with over 15 years 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.
I relocated from Wellington to Auckland in 2007 to join ASB as an insurance, investment and KiwiSaver specialist.
During my first two years, I developed a natural talent for helping customers with their financial needs through a holistic approach. I subsequently moved to Sovereign (now AIA), where I worked for a decade on insurance policies and administration to assist financial advisers.
I joined The Advice Hub in 2021 because I knew the best way to help clients was by giving my genuine, balanced financial advice. I have completed my Financial Services (Level 5) Certificate to specialise in investments.
My philosophy is to help teach Kiwis to build wealth to support their families for generational wealth. I enjoy supporting first-home buyers, young families and professionals by educating them on how to build their investments.
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.