Your local financial adviser in Mackay




Coming from a small city myself, I understand the importance of being part of a tightknit community and looking after one another. I look forward to working together and getting to know you and your family!

AR no: 1238139
CAR no: 000439343
Financial Services Guide


  • Office 0428 237 556
  • Fax 07 4953 4759
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

A coach for your money

Every successful person has a coach or mentor, from sports people to people in business. There's no reason why you can't have one too.

I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.

Even if you’re financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money!

 

Professional experience

It’s always an exciting time when clients are able to take ownership of their financial wellbeing and we set a plan to work towards achieving each of their financial and lifestyle goals. I have a particular interest in helping my clients with their superannuation, wealth creation and risk protection strategies and giving them the ability to make decisions in complete confidence.

I enjoy working with clients from all stages of life, and I love being able to come to work every day and hear someone’s story. Where they’re from, where they want to be and what is most important to them. Every day is different and every strategy is providing a map to that story, that’s a pretty cool job to have!

Coming from a small city myself, I understand the importance of being part of a tightknit community and looking after one another. I look forward to working together and getting to know you and your family!

Talk to me about:

Personal insurance

Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

Investment planning & wealth creation

I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

Superannuation & rollover advice

Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.

Retirement planning

We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

Cashflow coaching

Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.

Handy tools to help manage your money


Savings made easy

Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!


Save more money


Retirement income calculator

Use our free calculator powered by Investfit(TM) to see what income you could expect in your retirement.


Retirement calculator


Choose your own path

How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.


Choose your own path


Latest news & tips


Contact us today.


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