06/05/2025
📣 Client Update: We’re at Full Capacity (for now!)
Wow. I’m incredibly grateful to say that I’ve now hit full capacity for the 2024/25 financial year 🙌
A huge THANK YOU to every family, couple and individual who has trusted me to help you sort your finances, make smart money decisions, and feel more in control. Whether we’ve worked through big life moves like upgrading the house, started investing, or getting serious about retirement (yes, even in your 30s and 40s – future you will thank you!), it’s been a privilege to be part of your journey.
Right now, my books are full so I can give my existing clients the time and attention they deserve. But if you’re thinking of reaching out, don’t worry – I’ll be opening a small number of new client spots again from July 1 (start of the new financial year).
👉 If you’d like to be the first to know when spots reopen, drop me a message or hit the link in bio to join the waitlist.
In the meantime, keep an eye on this page – I’ll continue sharing helpful tips, practical money advice, and behind-the-scenes bits from life as a parent and financial adviser.
Thanks again for the incredible support – here’s to building wealth without the overwhelm 💪
