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With two decades of expertise in the finance industry, I’ve had the privilege of managing portfolios worth over $20 Billion.
But my journey didn’t end there. In 2022, I retired from the corporate world to follow my passion for financial wellbeing.
I became a certified financial coach, driven by the realization that even those in the investment industry struggle with managing their personal finances.
My expertise in this area has earned me recognition by Forbes for my investment tips for women, and I am dedicated to educating and empowering others through financial coaching, and sharing my insights as a public speaker on financial education, investing, blockchain technology, and precious metals.
You don’t have to face the complexities of managing your finances alone. My aim is to create a caring community of like-minded individuals, where we can empower each other to take control of our financial futures. You will be guided, every step of the way, on your journey towards financial independence and security.
Feeling financially empowered to grow your wealth starts with the mindset. During Wealth 360, we do a holistic deep dive into your mindset, beliefs and values around wealth and money plus an assessment of current net worth.
We will diagnose what's holding you back, use therapeutic tools and provide personalised key financial plans to implement the key shifts to support you in your wealth journey.
This includes a 90-min session over Zoom, a workbook and a bespoke plan to move forwards.