Prior to joining Grimsey Wealth, I spent seven years working with Macquarie Private Wealth advising clients and working with them to better understand and achieve their personal and financial goals. Prior to this I spent several years working in various financial planning and senior management roles within a medical financial services group.
I have worked as a Financial Adviser since 2001 and my experience has predominantly been with clients who work in the medical profession. This has provided me with an insight into the financial needs of medical professionals at every stage of their career. I’m passionate about helping clients achieve success in every aspect of their life.
My approach is to clearly understand my client’s objectives, and then work with them to design a tailored, strategic program balancing appetite for risk with the need to meet their objectives.
I am also responsible for designing and implementing an integrated professional advice process.
This involves the coordination of individual client’s complex financial matters including their investments, debts, taxation and estate planning. To achieve this I work with a team of internal and external experts in their relative fields and coordinate the delivery of information and advice to the client.
I am committed to regular reviews to keep pace with changes in personal circumstances, objectives and legislation. My ultimate goal is to provide clients with peace of mind that every element of their financial situation is under control which gives you more time to enjoy life.