The best part about being a Financial Planner is developing relationships with my clients and working to grow that over time. Part of the financial planning process is solving problems- I believe there’s always a solution, no matter how complex the issue may be.
I like to look at the big picture, to understand where my clients are now and where they want to be in the future. For me, it’s about getting the job done and achieving the best outcome. Anything can be dressed up to look and sound good but you need to be able to back it up with results. It’s very rewarding to be able to provide my clients with the strategic vehicle which allows them to reach their goals.
Outside of work I’m kept busy with children’s sporting activities as well as keeping fit myself. I also enjoy dining out with great friends, and good wine.