I have been working in Financial Services since 2005 (since high school), initially working in Retail Banking at one of the major NZ banks.
In 2018, I made the decision to move on to Cole Murray Financial Advisers, to help look after their KiwiSaver clients. From there I gained my experience and qualification as a Financial Adviser, specialising in KiwiSaver, Investments and Financial Planning.
I thoroughly enjoy my role, helping clients to understand their appetite for risk and the benefits of investing to ensure they reach their long-term financial goals.
On a personal note, I am passionate about travel and getting the chance for my family to experience different cultures around the world. I enjoy the challenge of balancing lifestyle and career goals, and when I deal with my clients I can empathise with anyone juggling multiple priorities!
Talk to me for any Investment or KiwiSaver ambitions. Book an appointment today.