I grew up in a modest, hard-working family where your word mattered and getting ahead was up to you. When I was 14, my Dad and I taught ourselves how to invest in shares. That experience lit a fire in me; the realisation that money can work while you sleep, and that one day I’d need assets to take over so I could enjoy life on my own terms. After a decade in research science, I followed that passion into economics and finance where I’ve spent another decade immersed in the machinery of money, markets and decision-making.

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I'm not a salesman and I don't talk fluff or buzzwords - I prefer to be a useful navigator so my clients can make informed decisions with confidence. I’m a principles and data guy and a student of history. I believe in merit, in doing what’s right and bringing calm energy to challenges.

 

I’m in the same life stage as many of my clients and often with similar goals - building for my kids, wanting to stop work one day and actually enjoy it, making smart decisions with the time and money I’ve got and having some fun along the way. I live on the Sunshine Coast with my legendary wife and our three champion kids, originally hailing from Newcastle, and I consider it a privilege to help Australians - whether they’re building, transitioning, or enjoying retirement - make smart decisions with their money, their time and their future.

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