I am the owner and the principal adviser for Financial Horizons. My team and I provide a holistic service, working directly along-side our clients and their loved-ones. I work with you to understand every aspect of your current financial situation, what you want to achieve in the future, and build a plan for you to get there. This often involves a mix of strategy conversations with you, as well as detailed research and investigation to come up with a way to best achieve your goals.
Once we get you on the right path, I work with you over time to keep you on track and adapt your plan to changing priorities and landscapes over time. In short, when you have a question regarding your finances, you can pick up the phone and give my team and I a call.
I have been in the Financial Services Industry since 1993 operating as an authorised Adviser, and became a shareholder of Financial Horizons in 1995. I had previously worked in pharmacy, where I worked closely with people with long-term needs; and began my love with trying to make a positive change to peoples lives.
What I love most is seeing my clients end up in a better position, seeing them realise even the smallest goal, and being able to play a part in this. Walking with them and guiding them through the turbulent times or the pit of uncertainty is just as important to me.
Whilst not at work, I enjoy eating out, socialising with my family (the two and four legged ones) and friends, as well as playing any type of cricket related sport.