Meet Your

LLB B Bus Adv Dip FS (FP) JP

I used to think financial planning and growing wealth was all about the figures, seeking out the highest returns possible and choosing the highest performing assets. From a professional perspective, I believed that technical knowledge and making sure information was delivered in the most detailed and explanatory manner was the most important way to demonstrate expertise and provide the best possible client experience. Basically, I thought that to be successful with building wealth and managing money, people need to be highly educated in the technical aspects of investments and the economy.

After being in the profession for over 15 years, working with clients in practices, and at the corporate and operational levels, in policy, standards and compliance, software and technology development, change management, industry super, change management and adviser best practice training, I now believe that successfully building wealth is about relationships and behaviours:

• Relationship with your money

• Relationship with yourself

• Relationship with those closest to you/who you spend your time with

• Relationship with your trusted advisers

“The space between a trigger and your response is where your power is.”

Having the expertise to do this, is extremely valuable. Sharing this through Project Empower is my opportunity to contribute to the lives of other people and make an impact. This is what lights me up and fills my cup. I genuinely love people, I am a connector. I love having conversations that explore thoughts, ideas, feelings, values. I get a buzz from these conversations and feeling that a real connection has been made on both sides. This is what feeds my soul and my fire, it excites me.