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Director | Financial Adviser

After getting into money trouble at a young age, Sarah committed to learning how to make money work for her, and walked Branch to Branch in search of a job with one of the top 4 major Banks. Working her way through the ranks in the Banking industry, Sarah has learnt a lot of Do’s and Don’ts along the way, and helped individuals, families and business owners from all walks of life to get their finances in order and achieve personal wealth and security they simply didn’t know how to create themselves.

After nearly 15 years in the finance industry, Sarah is passionate about helping people stop seeing money as something to be feared or merely dreamt of, and start designing their financial future in a way that is easy to understand, without undue risks and plan for future generations also.

Specialising in SMSFs, Retirement Planning and Tax minimisation, Sarah is based in QLD though travels across the country to see clients, working regularly by phone, Skype and email to fit in with your busy schedule.