Mortgage Choice Financial Planning - Newcastle To The Central Coast

Debt reduction | Tax Minimisation | Wealth Creation | Retirement Planning | Risk Protection

I was inspired to become a Financial Adviser and help people achieve their financial and lifestyle goals after seeing someone close to me experience both financial and emotional pain through poor investment advice.

I pride myself on building open and honest relationships with my clients and putting their best interests first. I make sure that they fully understand their financial strategy and feel comfortable
that it is achieving their desired outcomes.

I enjoy seeing that I can make a difference to my client’s financial wellbeing and lifestyle. I work with each client to implement a personalised plan that best utilises their resources to optimise
their financial position, whilst making sure they are financially protected in unforeseen circumstances.

I have worked with a wide range of clients from early 20’s to 60’s, and have experience in accelerated debt reduction, wealth creation, insurance, property, superannuation, SMSF.

Born in Lake Macquarie and having grown up in Newcastle, I know the area well. I look forward to helping my local community with their financial planning needs.