Senior Financial Adviser
B.Bus.FinPlanTel 03 8677 0688
I’m a Financial Coach @ JBS Financial Strategists, with over 10 years’ experience. Over time I have seen a growing need for personal cash flow advice, an area somewhat neglected in this profession. It comes from my belief that the biggest influence on you achieving your financial and lifestyle goals is how you utilise your cash flow.
This has driven me to develop the JBS Cash Coach program which aims to assist people take control of their cash flow position and financial / lifestyle goals. I help clients set a spending and savings plan which is aligned to their goals and provide ongoing mentoring / coaching / advice to keep clients accountable and motivated with their plan to ensure they remain on track to meet their goals. I believe Cash Flow Management is critical no matter what stage of life you are at and I aim to help clients Create wealth, Protect what they are building, and Enjoy their successes.
I work with clients who are seeking an engaging process and willing to work with me in a pro-active manner and on an ongoing basis to help achieve their goals. I take a goals-based approach and build long-term relationships and trust with my clients, and my focus is to maximise the probability of my clients achieving the outcomes they are seeking.
Outside of work and it’s all about family time and having fun with my 2 year old son Ashton. When time permits my passion for sport kicks in and my love for the Western Bulldogs.