I recently had the pleasure of presenting to the team at Suncorp on the important topic of *How to Pick the Right Financial Planner for You.* Choosing a financial planner is about more than just numbers—it’s about building a trusting, long-term relationship with someone who understands your goals and helps you achieve them. A great financial planner listens to your needs, offers tailored advice, and supports you through life’s milestones. It was such a rewarding experience to deliver this content to a wonderful group of people, and I hope it helps others find the right financial partner to secure their future.
Thank you for your interest!
Unfortunately my Books are currently full and I am not taking any new clients for the next 12 months (September 2026)