Not sure where to start? That’s completely fine.
All enquiries are welcome, whether you have a specific question or simply want to explore your options. Your initial consultation is complimentary and there is no obligation to proceed. It’s simply an opportunity to talk through your circumstances, what matters most to you, and whether financial advice could be helpful.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchOur fees depend on the complexity and scope of the advice required. Typically, we charge a fixed fee to prepare a Statement of Advice. Where ongoing advice and support are appropriate, an ongoing advice fee may also apply. All fees are discussed and agreed with you before any work begins.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 2
- First year providing advice 2018
- Years of experience 8
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Smart Happy Money
Suite 1, 18-20 Floriston RdBoronia, VIC 3155
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Professional Investment Services Pty Ltd
AFSL 234951