Your Journey, Our Plan

A clear, personalised process to help you move from where you are to where you want to be — with guidance every step of the way.

The best way to build financial security is through a clear, intentional planning process. Once I get to know you, we’ll discuss a plan that meets your current needs while preparing for your long-term goals.

I follow a structured, industry-recognised process known as the Six Steps of Financial Planning. This framework helps ensure every decision supports your goals with strategy and precision.

Below is the three-part approach I use to begin that process:

This first step establishes the foundation of our partnership. We identify your priorities, preferences, and goals — as well as any potential obstacles. It’s also an opportunity to ensure our working relationship is the right fit.

Once we’ve laid the groundwork, we take a deeper look at your financial landscape. Here, we begin developing a tailored plan that reflects your personal and financial goals in greater detail.

Based on our discussion we can now draw up your financial plan. This means that you will have a roadmap that can help lead you towards your financial goals. We will specifically address the areas that are of greatest importance to you as well as detail the steps that you need to take to achieve your goals.

A detailed planning process is the best way to establish financial security. Once I get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and personal life down the road. We are in it together for the long haul.