As Managing Director at K Point Wealth, I lead a modern advice firm built around one idea: money should give you confidence, not anxiety.
I work with a talented team of advisers and specialists to turn complexity – tax, super, investments and structures – into clear strategies that support the life our clients actually want to live . My role is to shape the direction of the business: lifting advice standards, building a genuinely client-first culture and designing an experience that feels like a long-term partnership, not a transaction.
From pre-retirement and retirement planning to intergenerational wealth and guiding business owners through key decisions, I’m focused on advice that is technically sharp, commercially aware and genuinely useful in the real world.
