Financial planning is more than just managing money—it’s about understanding what truly matters in your life and ensuring your future reflects those values. As a Managing Director and Senior Financial Planner at Story Wealth, I bring over two decades of experience in helping professionals and business owners navigate life’s significant transitions with both empathy and expertise.
Each client’s journey is unique, filled with dreams, challenges, and milestones. My approach focuses on listening and understanding your story to create a financial strategy that supports both your current lifestyle and future aspirations. Whether it’s planning for retirement, exploring aged care options, or finding clarity on how to make your wealth work best for you, I’m here to guide you with care and confidence.
Rooted in the belief of “Live for today, provide for tomorrow,” the goal is to help you enjoy the present while securing your future. Financial planning with me isn’t just about numbers; it’s about crafting a life plan that aligns with the vision you have for yourself and your loved ones.
Long-term relationships with clients are built on trust and mutual respect, offering advice that’s not only strategic but also deeply considerate of individual needs and values. Together, we’ll create a plan that allows you to live fully, with the reassurance that your financial future is well cared for.
