LOC Wealth

What inspired me to start my own business was a deeply personal experience from my childhood. I had the privilege of knowing a famous sports star who I idolised. He reached the pinnacle of his career, winning grand finals and earning accolades like 'man of the match.' His success on the field was matched by his fame and fortune.

However, despite his immense earnings, he faced financial hardship later in life. His generosity and lack of financial planning led to bankruptcy. I vividly remember the day he had to sell his cherished sports gear, including the boots he wore in that memorable grand final, just to make ends meet. It was heartbreaking to witness.

This experience was a turning point for me. I was studying sports management at university, unsure of my career direction. Seeing my hero's financial downfall made me realise the importance of financial literacy and planning. I switched my focus to financial planning because I knew I could make a significant impact in people's lives by helping them avoid such financial crises.

If I had possessed the knowledge then that I have now, I believe I could have guided my hero to financial security and ensured he never had to worry about money again. That's why I'm passionate about empowering others to make informed financial decisions and secure their futures

Clients should choose me because I bring a unique blend of passion, expertise, and personal experience to the table. My journey into financial planning was driven by a deep-seated desire to help individuals avoid financial pitfalls and achieve long-term security.

As both a mortgage broker and financial planner, I offer a rare combination of services. This means I can not only implement effective financial strategies but also assist in financing them. Dealing with one reputable person for both financial planning and mortgage needs streamlines the process for clients, providing convenience and a comprehensive approach.

My commitment goes beyond just numbers; it's about understanding each client's unique aspirations, fears, and long-term goals. I take a holistic approach, tailoring financial strategies that build wealth and provide peace of mind and security.

With a solid foundation in financial planning and a track record of delivering tangible results, I offer clients the confidence that comes from working with someone who genuinely cares about their financial well-being. I see each client as a unique story, and I'm dedicated to helping them script a successful financial future

Yes, I provide my services online and remotely, offering clients the convenience and flexibility they need in today's fast-paced world. Through virtual meetings, phone calls, emails, and secure online platforms, I ensure that my clients can access my expertise from anywhere, whether they're across town or in a different part of the country.