The Choice Team
Senior Financial Planner / Aged Care Specialist AFP®
B. Bus (FPL)
03 9686 4976
Meet the team
Senior Relationship Manager - Returning Soon!
DIP FS (Finance/Mortgage Broking Management) DIP FS (Financial Planning)
Why I do it
Financial planning is about people - building and growing relationships and helping them make the most out of today and make a better tomorrow. For me, there is nothing more rewarding than being able to develop a relationship with a client, understand what they want and then simplify it and educate them on how to manage and maximise their money by formulating a financial and lifestyle plan.
How I do it
The key to success is to listen to each client and grow a trusting relationship, whilst developing a strong understanding of their lifestyle, goals and needs and then showing them how to achieve dreams that they didn’t know were possible. Asking the right questions to uncover their personality and how they use and respect money is critical to developing the right financial strategy and plan for them. Then it’s about maintaining the relationship, helping them stay on track to realise their goals in the long run.
Who I really am
Away from work, I love being with people. Spending time with my wife, family and friends. You’ll often find me taking people to the latest restaurants or cafés or tasting the latest regional wines and craft beers. I love being active and healthy, staying fit with strength training or swimming or hoping the Dees will finally make another AFL premiership.