ABOUT
I’m more than simply a home loan and mortgage broker, I’m a financial strategist who loves helping people attain their life goals. I am also passionate about teaching women how to become financially literate, to ensure their lifelong security and prosperity.
I’m a commercially-accredited sharp shooter who cuts to the chase. What’s my language? SMSF, SME, construction loans, interest rates, refinancing, debt consolidation, business relationship management. So you don’t speak finance: let me translate for you.,
Based in Melbourne, Australia; servicing worldwide.
Yes, I’m a home loan and mortgage broker, but I’m also much more than that. I’m a financial strategist who loves helping people attain their life goals.
I’m a commercially-accredited sharp shooter who cuts to the chase. What’s my language? SMSF, SME, construction loans, interest rates, refinancing, debt consolidation, business relationship management. So you don’t speak finance: let me translate for you.
This might sound like an ad for a dating app, but I’m passionate about people and I really do have a GSOH (great sense of humour). I’m not going to headline any comedy festivals soon, but a laugh helps lighten the dark times that we might find ourselves in – be it a divorce or life-changing medical situation (COVID, anyone?), a career slump or a tumble onto hard financial times.
What I’m really good at is designing pathways for people to reach their ultimate goals.
So…what’s your goal? To convert your side hustle into your primary job? To get that house? To build an empire or simply to retire and spend your last days cruising the world with a cocktail in hand?
Your life goal may simply be; to be financially independent.
If I know where you want to end up, I can draw the map to get you there. Sure, there’ll be deviations along the way: that big wedding or maybe a little baby – life is unexpected, but together, we can formulate a plan for the journey.
I’m the principal financial strategist and mortgage broker at my company, Capital Means, and have lender accreditation with an extensive network of Australia’s leading lenders and financial institutions. I’m backed by a small, but growing team of planners and finance brokers all skilled in providing personal and home loans, commercial loans and mortgage services, as well as key financial strategic planning.
Before I qualified as a finance broker, I was always a problem solver for businesses. With a diverse background in mentoring, microfinancing and financial services, I spent many years unpicking tangled small and medium businesses (SMEs) to smooth out their financial and managerial structures. I’ve been a small-business owner and self-employed many times over, so I know the lingo you’re talking
Commercial loans, personal loans, debt consolidation or car loans – I do them all, and creating a financial strategy is half the plan.