It’s not just about money. It’s about your entire life. Our advice is designed to help you make better, clearer more informed choices.

Life is about trade-offs. Your financial life is the sum total of your decisions about money.

My quality advice empowers you to make clearer, more informed and more honest choices. When you can make better choices, you can have the financial life you want.

Helping you turn dreams into actions

One the key parts of delivering personal advice and service is having a great understanding of who my clients are.

However, in order for this to be effective it must be a 2 way street, so this section is designed to give you a little insight into my life.

I am the sole business owner operating under Pegasus Planning.

I entered the financial services industry in the late 1990’s starting at the bottom of the family business.

Previously I had spent 5 years in hospitality and 7 years as a proud full time member of the Royal Australian Signals Corps, Australian Regular Army.

Since joining the financial services industry I have also spent over 4 years in the corporate world in Sydney (helping financial planners and accountants add value to their clients).

In my own time, I have travelled to over 30 countries, scuba dived in 7 of them and ridden motorbikes in 2. It is often said travel is its own education.

AWARDS

In December 2014, I was awarded a scholarship to study a Masters Degree in Financial Planning from Centrepoint Alliance for my work within our group and the industry.