Build Wealth.

Wealth is personal. Your approach to it should be, too.

Personal approach

Wealth is about more than numbers. It's about what matters to you, the life you want to build, and the future you want to share with the people closest to you.

I work with individuals, couples, and families to explore the relationship between their wealth, values and behaviours. Together, we create space for meaningful conversations, align personal ambitions and build a framework for making more intentional financial decisions.

Working alongside your existing financial advisers, I focus on the human side of wealth: helping you connect your financial arrangements with the life you want to lead.

If you'd like to hear more about my approach, I'd be delighted to have a no-obligation chat over a coffee.

Who needs this?

Couples wanting to create positive communication and a financial road map together
Families wanting to align their financial values, navigate different perspectives on wealth, and build a shared vision for their future and the next generation.
Professionals starting businesses wanting guidance on how to manage their personal finance and see their businesses thrive
Artists or creatives who receive sporadic income
Newly divorced or separated people who need more confidence with how to manage their finances
Anyone who wants a financial framework built, specifically with their habits and behaviours in mind.

How I like to work

We structure this together, but this is a standard package:

Three meetings to start

Followed by a monthly or quarterly check-in

Discussion points for the first three meetings

Meeting One - Financial history, personal background

Meeting Two - Financial goals and your ideas of success

Meeting Three - Developing your bespoke roadmap; what you need to do to achieve your financial goals.

In our follow-ups, we discuss what worked and didn't and readjust the roadmap to fit your developing needs.

Book a Service

List of services

Conversations around money are layered with expectation, assumption, and history. They are challenging. It can help to have someone external to the emotions to aid communication.

All information is protected and private.

Mediation

Couples planning

So many relationships hit stumbling blocks around finance. There are many social norms and areas that we just do not talk about. How amazing would it be to have financial goals that you drive toward together? In these sessions, we talk about where you both come from, your individual ideas of financial sucess and create a roadmap that suits both of your aspirations.

One on One

This is the standard package. We go through the relationship you have established with finances. What you like and don't like about that, what your financial goals are, and develop a plan to get you there. This is fun, light, and oh so empowering.