What’s your role? Associate Financial Planner.
What do you enjoy most about your role? Helping people! Helping create long term financial plans for our clients so they can meet their goals and objectives. Listening to people and understanding what motivates them. Using cash flow modelling to give clients the ability to look into their financial future and make the right decisions now in order to achieve their desired outcome.
What’s your favourite destination? Southeast Asia – so many wonderful sights to see and places to visit. Such a chilled out place for a holiday.
What's your favourite hobby? Yoga – a great way to keep fit and healthy without too much physical exertion!