A goal without a plan is just a dream. Money Smart will help you plan the life you want.
Make your money work harder to meet your life goals. Get to where you want to go.
I consider every aspect of your financial life and goals before making any recommendations. That’s the key to smarter decision making.
My financial planning advice is objective and unbiased. I search the whole market for the best products for your pocket, not mine.
Keep it Simple
Financial products can be complicated so let me do the work. I explain everything in jargon-free plain English.
I work for you all year round, monitoring your investments and providing ongoing financial advice – at no extra cost.
Money is one of the most common causes of stress in relationships. In fact, some research names it as the number one cause of stress in marriage. But it doesn’t have to be. Here’s some money advice for couples to help deal with this thorny subject. Talk to your...
What does a ‘good retirement’ look like? For me, this does not necessarily mean early retirement. It simply means that you have the ability to step back from work at a time that is right for you, into a life that continues to be enjoyable and meaningful. Here are some...
Money is something we humans are hard wired to mess up. Most of us are destined to make several big money mistakes in the course of our busy lives. Do you want to know what you need to stop doing? Here, based on my experiences as an advisor, are the top 5 ways we mess...