need some extra help?

My panel of financial advisers and mortgage brokers work Australia-wide, think the same way I do about money, and offer a free initial chat with no pressure.

Talk to an adviser or broker

Takes about 5 minutes. I'll never ask for your bank details, tax file number, date of birth or address.

when should you speak to one of my trusted advisers or brokers?

It's worth talking to one of my advisers when:

  • you're earning well, but your net worth isn't growing like it should
  • you've got cash in the bank, or money left over each pay, and want it working harder
  • you're torn between the mortgage, super and investing
  • you run a business and your own finances have taken a back seat
  • you want to go part time, take time off or retire early, and know you can afford it
  • you're within 10 years of retirement and want a plan
  • you want to know you and your family are protected if you're ill, injured or pass away, or your life and income insurance needs a review

It's worth talking to one of my brokers when:

  • you want your mortgage reviewed, or to use the equity in your home
  • you're buying your next home or an investment property

how it works

  1. 1.

    click 'talk to an adviser or broker'

    Give me a snapshot of what you're after.

  2. 2.

    submit

    Submit the form and I'll let you know it's received.

  3. 3.

    I review

    Within 8 business hours I'll review your request.

  4. 4.

    I connect

    I'll introduce you via email to a trusted professional.

  5. 5.

    they connect

    They'll reply and give you a calendar link to book in a time.

Talk to an adviser or broker