What do you do?
Most clients don’t have the time to manage their financial needs, as a Relationship Manager I enjoy taking the time to understand their Bigger Picture and deliver more than just investment management.
Why do you do it?
Seeing our clients’ goals and dreams realised as a result of the solutions we put in place is a big tick for me.
I have a deep interest in helping people achieve what they want in life. I’m passionate about people, building good relationships and keeping financial planning simple.
What’s on top of your bucket list?
I have a big bucket list! From sky diving, seeing the Northern lights to attending a pottery class and hosting the family Christmas dinner. Lots to see and do!
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