As a financial advisor, I’m really passionate about helping families and businesses avoid being caught in nasty situations. My road to financial services was a bit unusual – after many years in the health sector I went through a tough time in my personal life when our daughter was diagnosed with a brain tumour. A really horrible situation was made all the worse when we realised that our family wasn’t covered for what we should have been.
After struggling through, I realised I wanted to make a difference to families like us and became a financial advisor, specialising in personal and business risk protection. As an advisor, I put serious effort into understanding insurance underwriting and the differences between insurance policies – after all, not all insurers are the same, and the devil’s in the detail! I want the cover that I organise for clients to be personalised, right for them, and the best on offer. More importantly, their cover has to be considered alongside their income and debt – so that all their finances work in harmony.
My varied background has given me unique insights into the financial services industry. A strong medical background means my level of understanding come underwriting and claims time is invaluable, enabling me to better advocate for my clients.
A Masters in Business Administration (distinction), BHSc in Podiatry, previous roles on multiple not for profit boards, and over 25 years in business have put me in a privileged position of being able to give back. Providing advice that isn’t driven by financial gain but by genuinely caring about others.
I want people to be able to access great, unbiased financial advice for them, their families, or their business from someone who cares and has experienced the ups and downs life throws at us. That’s ultimately what gets me out of bed each morning.