Since 2014, I have been guiding emerging and established professionals with a steadfast focus on growing wealth. I love pruning back complex decisions and helping my clients find confidence in their plans for the future.
After completing my business degree, I knew an institutional banking career was never going to be the right fit for me. I’m passionate about building warm relationships with people, normalising money talk into everyday English and rolling my sleeves up to help clients grow wealth and gain financial freedom.
In 2023 (shortly after the birth of my daughter – immaculate timing on my behalf) I started Seedli. In my previous practice I had contributed to a successful but generalist financial planning business, and I knew deep down I wanted to focus on helping people make smart money moves earlier in life. I find it deeply fulfilling to help clients plant the seeds of future wealth by making smart, informed decisions early in their careers. So that’s what we focus on at Seedli – we’re for the grow getters, the ambitious professionals who prefer work to be a want-to, not a have-to.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt Seedli, we tailor our pricing to you, your goals, and where you are on your financial journey.
Our initial advice starts from $2,500, and from there we offer a range of flexible packages — from “I’m just getting started” to “I’ve got a few moving parts” to “my financial life is basically a board game.”
We have our initial advice fee, optional implementation fee, and if you are seeking ongoing support, we have a monthly package that you can opt into.
You’ll be quoted in your first meeting, once we understand your situation and what level of support will genuinely move the needle for you.
At a glance
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Adviser status
Gold
- First year providing advice 2016
- Years of experience 10
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Highest qualification
- Bachelor of Business (Finance)
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Language spoken
- English
Seedli
338 George StSydney, NSW 2000
Opening hours
- 8:30am – 6:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Aws Private Wealth Pty Ltd
AFSL 550862