Local expertise, worldly insights
In today’s interconnected world, financial strategies must be as dynamic and flexible as the global landscape itself.
Why work with me?
Tailored strategies for success
Proven International Experience: Having lived and worked in 5 countries and travelled extensively, it provides a unique perspective. Managing a commodity fund this required a deep understanding of global trade and economic theory, whilst my experience in managing portfolios specialising in US growth companies further exposed me to the latest trends and technologies.
Deep Australian Market Knowledge: Having been a stockbroker for over 7 years, an accountant for some of the leading chartered accounting firms and senior corporate banker, I have developed a thorough grasp of advising clients in relation to financial markets, lending and accounting principles.
A Focus on Long-Term Success: My advice is designed not just for short-term wins, but for long-term security. By combining global trends with Australian expertise, I will guide you in both the correct structure of your assets, your underlying investments and how they will allow you to reach your goals in the most efficient and risk appropriate way.
In Australia, we’re fortunate to have a robust superannuation system, diverse investment options, and a stable economy. But global shifts—like changes in international trade, economic cycles, and even the digital transformation—can influence our local markets in ways that are hard to predict.
That’s where I come in. I combine my international experience with an intimate knowledge of Australia’s financial environment to offer strategies that are both forward-thinking and deeply practical.
From tax-efficient investment strategies to managing risks in uncertain global markets, I help you stay ahead of the curve without losing sight of what matters most to you.
7 areas to consider when building a personalised strategy
When it comes to planning for retirement, there’s no one-size-fits-all solution. We all have different life goals, financial situations, and dreams for what we want our retirement to look like. If you’re between the ages of 50 and 60, you’re likely starting to think more seriously about retirement. Maybe you’re asking yourself, “Will I have enough? What’s the best way to plan for this next chapter of life?”
Let’s take your finances to the next level
No matter where you are in your financial journey, we are here to help you navigate the complexities of the global economy while ensuring that every decision is grounded in what’s best for you.
With my global perspective and local expertise, you can be confident that the financial strategies we create together will be practical, impactful, and aligned with your vision for the future.
Let’s get started today—because the world is full of opportunities, and so is your financial future.