After spending a number of years travelling and embracing all of life's challenges, there is one thing that I am drawn to and that is people. I know that behind every individual is a great story and a livelihood that must be protected. I believe that sound financial advice offers security and peace of mind for a person to enjoy the finer things in life, that they've worked so hard for.
- The services I provide are:
I provide advice on the following:
- Financial Planning
- Fixed Interest and Cash Management
- Portfolio Administration
- Wealth Management
- Life Insurance
- How I can help Fresh members:
I can help Fresh members by ensuring they are front of mind when there is an opportunity to refer business from my existing network. I will also be pro-active within my Hub by frequently offering to present to the group and by consistently bringing new guests to meetings.
- The main business categories in my network are:
Accountants, Lawyers, Mortgage Brokers, Insurance Providers, Superannuation Funds, Financial Planners and Fund Managers.
- My target market is:
Time poor professional, retired executive and business people who are seeking strategy and structure to enable financial independence, an appreciation of the future and peace of mind.