Susan is dedicated to helping individuals and families achieve their financial goals and plan for a secure future. With over 20 years of experience in the financial services industry, Susan has developed a deep understanding of the challenges that clients face when it comes to managing their finances.

Susan takes a comprehensive approach to financial planning, working closely with clients to develop personalised strategies that are tailored to their unique needs and goals.

Whether clients are starting out, starting over, planning for retirement, wanting to protect their loved ones & lifestyle, or looking to build wealth for the future, Susan provides expert guidance and support every step of the way.

With her extensive knowledge in financial planning, Susan demonstrates unwavering dedication to delivering exceptional client service. She actively engages with clients, listening to their concerns, addressing inquiries, and equipping them with the necessary information to make well-informed decisions regarding their financial matters.

Susan holds a Masters in Financial Planning and is a member of the Financial Planning Association (FPAA). She stays up-to-date on the latest developments in the financial services industry through rigorous professional development and learning each year.

When Susan is not working with clients, she enjoys spending time in nature, pottering around the house or going to the movies. Whether it’s hiking in the mountains, on the golf course or spending time with family and friends, Susan believes in living life to the fullest and helping clients do the same.

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