Our Story

As a Wealth Coach, I’ll help you identify what’s holding you back, build your confidence, and provide the knowledge and support you need to achieve your dream life. It’s not your fault you’re overwhelmed by finance—we’re not taught this in school, and many of us didn’t have financial role models.

I’m a qualified financial adviser and I’m here to use my 18 years of experience to guide you in building your financial knowledge and confidence so you can make better decisions and feel more in control of your money. Join me in becoming your best financial self—who knows where you could be in a year?

Over the years I’ve helped many clients with their finances, and I’m particularly passionate about superannuation, insurance, and ESG investing. I also enjoy sharing the tips and tricks that I’ve learned to save any extra dollars. I’m a firm believer of taking lots of little steps that build up to a big difference over time.

I’m also big on helping people fund their lifestyle goals and encourage people to aim for not just plain old boring financial objectives.

I’m a qualified financial adviser and hold a Bachelor of Commerce and a Graduate Diploma in Financial Planning. I live in Sydney, but you can meet me online from anywhere.

Leading the development of NobleOak Life Insurance was the first step in our journey for regular Australians to take more control of their finances & wealth decisions. Our approach in helping people to understand and take action to better protect themselves and their loved ones is what has been key to our success over the last 12 years.

Now with Wealth Maximiser we are racing towards our next big challenge. Offering the solutions to more effectively engage with your own wealth management, at a more affordable price point than traditional financial advice.
I couldn’t be more excited to be part of this next step in helping to better protect Australians.

NobleOak champions Australians who wish to DIY their Life Insurance. Wealth Maximiser came from customers who also wanted to be able to DIY the management of their financial wellbeing as well. We recognized that a wealth coaching service would offer value to our customers to provide them with the opportunity to better manage their wealth.

This is a vision I have had for NobleOak ever since I was appointed Chief Risk Officer, 12 years ago. Our Wealth Maximiser Team are just as passionate as we are about looking after our customers and always doing the right thing.

Do not hesitate to reach out to us at the NobleOak Risk Team if you have feedback:

As a product designer and venture builder I’m passionate about breaking down barriers to make financial advice accessible to everyone. I believe everyone should have an equal chance to build the future they want and there are so many that have not been able afford the help they need to do that.

I’m particularly passionate about tackling the female financial literacy gap and spend my free time trying to actively address this concern.

I’m always keen to hear how we could improve Wealth Maximiser, feel free to email me with your ideas.

After spending almost two decades in the technology industry, the development of Wealth Maximiser is an exciting opportunity that I am passionate to be a part of. Our customers have evolved with technology to simplify many aspects of every day life. At Wealth Maximiser we are bringing this attitude to the financial advice space.

We are driven to optimise and simplify how regular Australians can access effective wealth management, and this has been the core tenet of building a platform to bridge the gap between building financial literacy and obtaining traditional financial advice. If you have any ideas how Wealth Maximiser can continue to develop please reach out.