Financial Planner
BCom, CA
Adding value to a client, a team, an organisation, or any relationship – that’s a win-win, and for me that’s what life is all about. Joining the dynamic team at Forest Wealth is the perfect environment for me to help add value to clients.
I love challenges and games! Understanding what is driving financial markets is the most challenging of games! For 15 years I developed skillsets as a trader understanding the global macro economy, developing the right strategies for risk-taking (managing the downside, allowing for the upside), to get the right return on capital. My biggest strength is in forging strong relationships that provide value add to clients and the teams I work in. I have in-depth knowledge, through trading and advising on foreign exchange (FX) spot, FX forwards, FX swaps and FX derivatives (options).
Accountancy taught me the power of “value-add” and that quality relates to any service industry. My ten years of corporate and chartered accounting experience in NZ and the UK covers financial report preparation and analysis, business advisory and tax advice.
Forest Wealth is the perfect place for me to use my background as a chartered accountant and in financial markets to put together strategy and ideas in financial planning for our clients.
Playing football is my sporting passion, managing my daughters football team and watching my son play, take up much of our weekends. Family holidays, keeping fit and having fun are always top of my to do list…
Forging great relationships through teamwork and fun is what life is all about! I look forward to helping you.