I'm ready to help you achieve your financial goals!

About Me

With over two decades of experience at ASB, I bring a wealth of knowledge and expertise to the table. My career has revolved around empowering individuals and businesses to achieve their financial goals, whether it’s securing home loans, navigating business transactions, or managing commercial lending. Over the years, I’ve specialised in complex financial scenarios, ensuring my clients receive tailored solutions that make their dreams a reality.

What I Offer

My expertise spans a diverse range of lending and financial services, including but not limited to:

• Home Lending: Assisting first-time buyers, directors, and their families in achieving homeownership with personalised lending solutions.
• Commercial Property Acquisitions: Guiding clients through the intricacies of purchasing commercial spaces that align with their business objectives.
• Business Purchases: Supporting entrepreneurs and investors as they take the leap into ownership, ensuring smooth transitions and well-structured financing.
• Share Purchases and Succession Planning: Helping clients manage equity transfers and plan for generational continuity in their businesses.
• Asset Finance and Capital Expenditure Funding: Providing solutions for businesses looking to invest in growth or upgrade their resources.
• GSA, GSD, and Cashflow Lending: Offering financial strategies to optimise liquidity and operational efficiency.

Why Choose Me?

What sets me apart is my genuine passion for helping people on their financial journeys. Whether it’s assisting someone in purchasing their first home or supporting a business owner as they take the plunge to expand, I am driven by the opportunity to add value during these pivotal moments. Navigating these processes can be daunting, and I take pride in being a reliable and knowledgeable partner who provides clarity, guidance, and support every step of the way.

Retail Expertise

Beyond specialised lending, I have extensive knowledge of retail transactions, making me the go-to expert for:

• First Home Buyers: Assisting individuals in their first steps toward homeownership, ensuring they feel supported and confident in their decisions.
• Restructuring: Helping clients reevaluate and reorganise their finances to better align with their evolving goals.
• Investment Property Purchases: Assisting seasoned investors and newcomers alike in making sound decisions for property investments.
• Mortgage Solutions: Offering guidance on mortgage refixing and structuring existing finances to optimise future goals.

The Heart of My Work

At the core of what I do is the belief that financial decisions are more than just transactions—they’re life-changing milestones. I understand the emotional and practical challenges my clients face and am committed to providing solutions that empower them to move forward with confidence. Whether you’re buying your first home, investing in a business, or preparing for the future, my goal is to make the journey rewarding and stress-free.

A Personal Touch

Alongside my professional achievements, I am deeply passionate about supporting the community. This includes serving on school boards, participating in committees, and actively engaging in various community events to raise awareness and funds for important causes. I am also a proud mother of three and an advocate for health and wellness. In my free time, you’ll find me diving into CrossFit and weightlifting, pursuits that fuel my energy and determination. This personal balance of family, fitness, and community inspires my approach to work, bringing resilience, focus, and a people-first attitude to every client interaction.

Let’s Connect

Your financial goals deserve a dedicated and experienced advisor who truly cares about your success. Whether you’re looking to purchase a home, restructure your mortgage, or embark on a new business venture, I’m here to help. Together, we’ll create a tailored plan that aligns with your vision and brings your aspirations to life.

Explore what’s possible when you partner with someone who understands the importance of every financial milestone. Let’s make your journey a success—get in touch today!