I partner with the following professionals:


Spending Planners Institute

As a Spending Planner I am part of the Spending Planners Institute who provide certification, training and support. The Spending Planners Institute was founded by David Wright, who in 1995, began a business helping families plan their day to day cash flow, based on a system he had created to solve his own family’s money stress when mortgage interest rates were at 18%.

His service was so well received he worked on refining his system and creating specialised software to simplify the process so others could duplicate what he had begun.

Today, over 30,000 people have used this system, many with amazing stories of financial achievement and a new outlook on life because the burden of day to day money stress has been removed.

 

Teresa Harrison | Smartline

I partner with Teresa Harrison who runs an award winning Smartline franchise to provide solutions for a secure financial future. With 20 years banking and finance experience, Teresa keeps up to date with market growth and changes and is well placed to provide clients with competitive and innovative loan products to suit their unique needs. 

 

Kent McDonald | K2 Wealth

I also partner with Kent McDonald at K2 Wealth. The goal of K2 Wealth is to provide advice to deliver the protection when you need it most, the investment outcomes when you need it most and the peace of mind knowing your team is working for you. As strategic advisors, the team delivers strategic solutions to enable you to secure the future you most desire.

  • SMSF 
  • Superannuation 
  • Personal Insurance 
  • Business Insurance 
  • Wealth Creation 
  • Redundancy advice 
  • Budgeting 
  • Estate Planning 
  • Facilitating a will
 

A goal without a plan is just... a wish.