0404 031 271
Centre Place, Suite 330, 17-25 Milton Parade
MALVERN VIC 3144
PO Box 1023
HAWKSBURN VIC 3142
I am the founder and principal planner at Her Wealth Counts, a fee for service practice. I am an Authorised Representative of Bluewater Financial Advisors who are a non-aligned financial planning business with no ties to any financial institution.
As a licensed financial planner, I have helped my clients with their financial planning needs for nearly a decade. Her Wealth Counts offers a unique experience for clients by taking away the stigma and fear society has around talking about money. I am determined to bridge this gap, doing this through education and building a community where we engage all members to get smart about money and own their financial future.
Financial coaching and money management are my passions. Over the years having worked in various roles in financial services, I firmly believe this has given me the framework to understand what it means to be a trusted adviser.
It’s tremendously fulfilling to work with my clients to help them make good decisions towards achieving their life goals. I know I’m successful when money becomes a positive influence in their lives.
Having a positive attitude, being committed to my clients and having the ability to listen to their wants and desires has allowed me to build successful long-lasting relationships. Regular personal contact is paramount to the success and longevity of any client relationship.
In my experience, the real challenge lies in seeing the bigger picture and analysing all the working parts. By delivering an approachable relevant plan, it helps my clients clarify the path to their financial goals. It's about being more than just an adviser; I know how important it is to deliver transparent, reliable and professional advice in a fun and non-confronting way and having someone to lean on every step of the way throughout your financial journey is incredibly important.
That is what I am about and the values of HWC.
It's vital that I take the time to clear my head and spending time with my family is so important to me. I love exploring Melbourne – food, wine and shopping who wouldn’t love that.