Get to know our experts with our "Speed Dating" Q&A! We’ve asked them some quick, light-hearted questions to give you a glimpse into their personalities, passions, and approach to financial planning. Whether it’s what inspires them or their favourite meal, you’ll discover why they’re dedicated to helping you achieve financial success plus a few surprises along the way.

What inspired you to work in financial planning, and what do you love most about it?
I was drawn to financial planning as wealth is a key part of every individual's life. I really enjoy interacting with clients; seeing them happy with our service is something I find incredibly rewarding.

If you could give your younger self one piece of financial advice, what would it be?
Learn the importance of wealth at an early age and build strong financial habits. Saving even the smallest amounts at a young age can be important to putting yourself in the right financial mindset going forward. It teaches you how to manage money wisely before life gets more expensive.

If you weren’t in financial planning, what career would you be in?
I would be a physio.

What’s one small financial habit that can make a big difference over time?
It may sound simple, but budgeting and planning is crucial to reaching your financial goals. It gives you structure, keeps you focused, and shows how you are tracking financially.

What’s one meal you could eat every day and never get sick of?
Chicken Parmigiana and a side of chips. No salad required.

If you could have dinner with any three people, living or dead, who would they be?
Lebron James, Josh Allen and Barack Obama.

What’s one thing on your bucket list that you haven’t done yet?
I haven't travelled to Europe and would love to.