I’ve always had an interest in saving, budgeting, shares, investments,and property; I also enjoy helping people. So, becoming a financial planner and starting K2Wealth was a natural step.
My number one aim is to ensure you and your family are taken care of, no matter what. My focus is on building a financial plan for your lifetime– one that can be tweaked to suit changing circumstances, while still keeping your end goals in sight.
How We Work With You
The first step in the financial planning process is a meeting. I meet with you to discuss your personal, family, and business situation, plus your needs, dreams, and goals. Your financial strategy isn’t outsourced or delegated. Instead, I work on it personally.
Using the information from our meeting, I create a tailored, cost effective financial plan designed to suit you. I also take the time to personally explain why this strategy is the one you need, so you can make an educated decision.
Our support doesn’t end once your plan’s implemented. As your circumstances change, we help adjust your plan so it remains appropriate. These changes may include separation, a new baby, a mortgage, or something else.
If you ever need to claim on your insurance, we take care of it. From processing paperwork to advocating with your insurer, we minimise your stress and ensure you get paid.
Throughout, the K2 Wealth team and I are just a phone call away. With our small and personal office, you can expect to deal with the same people every time.