Meet the Team through our Speed Dating Round #3
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’ve always been fascinated by how people think about money. Helping clients align their finances with their values is incredibly rewarding.
- If you could give your younger self one piece of financial advice, what would it be?
- Invest in your skills, education, and mindset early. The return on self-development is exponential — confidence and clarity compound over time just like money does.
- If you weren’t in financial planning, what career would you be in?
- I’d be a sports journalist — I’ve always loved the combination of storytelling, high emotion, and strategy that comes with covering sport.
- What’s one small financial habit that can make a big difference over time?
- Automating everything: bills, savings, investing. It reduces decision fatigue and builds consistency.
- What’s one meal you could eat every day and never get sick of?
- I’m a sucker for a good HSP — chips, meat, and just the right combo of sauces. It’s the ultimate comfort food.
- If you could have dinner with any three people, living or dead, who would they be?
- Michael Jordan, Warren Buffet, and Elon Musk
- What’s one thing on your bucket list that you haven’t done yet?
- Travel to Europe with the family — I’d love to explore new cultures, eat our way through Italy, and create memories together that we’ll never forget.
