Hi, I'm Josh!
I believe in a positive advice experience, where you as the client are just as enthused about your finances as you are about the latest footy match, travel adventure or stage production you have seen.
My goal is that you leave with the knowledge and confidence about where your finances are heading in the near and distant future.
My passion and enthusiasm for financial advice was born out of my external industry experience when I was working in the military and prior to that, in a trade. Building and preserving wealth outside of my regular income streams soon became a passion and I found myself having endless conversations with friends, peers and mentors about it. All of this directed me into a career in financial advice and wealth planning.
I believe in a positive advice experience, where you as the client are just as excited about your finances as you are to have a chat about the latest footy match, travel adventures or stage production you have seen.
I hold a Bachelor of Business majoring in Financial Planning.