Life is complex.
A growing number of us have a spouse, ex-spouse, children, stepchildren, elderly parents, mortgages, trusts, an array of investments, and infinite needs competing for finite resources.
Add to the mix the intricacies of Australia’s superannuation, tax and social security systems, a hot property market and uncertain financial markets.
The Covid-19 pandemic has heightened awareness of the importance of living a fulfilled life and has seen many people reprioritise what’s most important to them today and in the future.
Advice does not need to be complex. It should be so much more than recording facts and recommending investments. Our advice starts and ends with you. Your ability to meet your life goals and aspirations gives us purpose.
We firmly believe success isn’t about the financial assets you’ve amassed; it’s about how close you are to living your best financial life. Our experience enables us to inspire you to make the financial decisions required to help you fulfil your ambitions.
Our clients value the holistic advice we provide and appreciate that we charge a transparent fee for our services.
Your success is our success.
Our payment model is in keeping with our business philosophy – keep it simple, be transparent. From our early days, we have had one source of income – our clients. This approach underscores our commitment to putting your best interests first.
‘Advice itself is not a measure of success, but progress on the path to living the best life’
I love leading a team who say what they believe and do what they say. Only then can we deliver for our clients. One of the things I enjoy most about having my own business is being able to structure it in a way that puts the client – and their goals, their dreams – first. We’re not about providing cookie cutter advice supported by hundreds of pages of Statements of Advice. We’re about providing true value that is measure by what’s important to each and every client.
As well as being passionate about my work, I believe it’s important to be well rounded. I enjoy a full life with my wife and three children, and I’m a passionate supporter of the Geelong, Whitefriars Old Collegians and Heidelberg Football Clubs. I’m also an active member of the Parkside Junior Football Club.
‘Not everything that can be counted counts and not everything that counts can be counted.’– Albert Einstein
After more than 15 years in financial services, I love that quote more than ever. I enjoy the way we do things at Apprise Advisory, making sure we help clients to have their best life by helping them to overcome any roadblocks, assist them to deal with any complexities, achieve their aspirations and plan their future. Those achievements cannot always be counted, but it means so much more for our clients to be enjoying life rather than counting the dollars.
I draw so much inspiration from my clients, but I also draw it from my partner and daughter, who we welcomed into our lives in 2021. It’s a time of joy and growth and learning many new skills!
Coming from a background of 18 years’ experience in the Financial Planning field, I hold strong values around forming genuine relationships with clients and really be able to understand them to help achieve their goals. I am excited to join the talented team at Apprise Advisory, particularly as they share the same values I hold dear – an unwavering commitment to nurturing client relationships, always putting the client’s best interests first, a dedication to open communication, and a proactive problem-solving mindset.
I really believe, when it comes to making decisions around finances, that there is ‘too’ much information readily available these days, which is very overwhelming. Our clients appreciate the way our team takes the decision-making burden away from them, allowing them to relax and entrust that we are making their lives easier.