I help people to understand their money so they can use it how they best see fit.
I advocate lifestyle & financial strategies as opposed to selling products.
I’m a member of the FPA & also a registered tax (financial) adviser.
I help people to own property of any type or purpose.
I advise individuals & businesses on how to manage debt & achieve growth with strategies in addition to my mortgage broker solutions.
I was a finalist for The Adviser Better Business Awards in 2019.
I assist client meet their tax compliance needs (including income tax, GST and capital gains tax) and use this business insight to provide advisory services to help people develop profitable and sustainable businesses.
I provide taxation planning, structural and business management advice to meet client’s requirements.
I work closely with small business clients to help them manage the ongoing compliance obligations of running a business.
I also help individuals and families in navigating what can feel like, the minefields of personal tax returns.
I help our team manage their time, communications, workflow and business strategies.
I have experience in Marketing, Design, I.T. & Project Management.
I provide administrative support to Simon and the Accounting team.
I have worked for Builders, Trades and related professionals in roles in Customer Relations, Construction Admin and Accounts.
I provide administrative support to Brenton and Finspective’s lending clients.
I will continue to work with you long after your loan has settled.