From Passion to Profession: My Journey as a Wealth Advisor
My journey as a wealth advisor is rooted in my deep passion for helping people. I strive to make the complex simple, and I pride myself on being both approachable and personable. I build strong, trusting relationships with my clients; helping them to make the most out of their financial circumstances
I understand that wealth management isn’t just about numbers; it’s about people’s goals, dreams, and peace of mind. I had over seven years of experience in business advisory before transitioning into wealth advising. This blend of expertise sets me apart and means I can provide a holistic approach to financial planning. Planning that considers not only investments but also tax strategies, business structuring, and intergenerational wealth planning because wealth is so much more than just investments. My experience has equipped me with the ability to offer a one-stop solution that simplifies my clients’ financial lives, ensuring that all facets of their financial health are optimised and aligned with their long-term objectives.
Throughout my career, I’ve held various positions that have shaped my approach to wealth management. I began my professional journey in accounting, where I gained extensive experience in tax structuring, business management, and financial strategy. This foundational knowledge has been instrumental in understanding the full spectrum of my client’s financial needs, from managing their personal wealth to guiding them through complex business decisions. Following this, I took the bold step to join Westpac Premium Bank as a financial planner, where I deepened my expertise in financial planning and advisory services. Working within the corporate structure provided invaluable insights into the broader financial landscape, as well as a solid grounding in best practices for wealth management.
However, I knew I wanted to provide a more personalised service, so I took a leap of faith and started my own business. This was one of the proudest moments in my career—leaving behind the comfort and security of a stable job to venture into the unknown and build something from the ground up. My first business was a success, and it gave me the confidence to branch out further. I eventually established AS Wealth Advisors, where I could fully implement my vision of a client-centric, comprehensive wealth advisory service that caters to the unique needs of each individual.
Honesty and commitment are core to how I conduct this business. When I say I’m going to do something, I do it, and I’m always available to my clients, making it a point to be responsive and accessible. I adapt my communication style to the person I’m engaging with, whether it’s breaking down complex strategies into digestible pieces or tailoring advice to fit personal circumstances. It’s about making sure that everyone leaves a conversation with a clear understanding of where they stand and what their next steps are.
Outside of work, I find balance and creativity through cooking and running, activities that help me clear my mind and stay centred. I’m also deeply connected to my family, cherishing the time I spend with my nephews and nieces, and setting a positive example for the younger generation.
At the heart of everything I do is a desire to lift others up. Whether it’s through sound financial advice, strategic planning, or simply being a reliable confidant, I’m here to support my clients in achieving their goals and building the lives they envision for themselves.
If you’re ready to take control of your financial future and work with a wealth advisor who truly understands your goals, let’s have a conversation.