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  • Financial Planning Services
  • Retirement Planning
  • Investment Advice
Nexus Independent Financial Professionals profile image
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Nexus Independent Financial Professionals

I help clients get clarity around the things they need to plan for financially. I help them get insight into why these goals or plans are important to them and lastly, I partner with them in implementing these plans and help them update these plans into the future.

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a professional

What do you love most about your job?

I spend my days working with clients to develop a holistic financial plan to help them get to a stage where they feel confident that they have financial security.

What inspired you to start your own business?

I started this journey in 2015 when I surprised my friends and family by pursuing an interest in financial planning and investment management. I had previously worked for many years in the emergency medicine healthcare field and had also spent time running my own businesses as an entrepreneur.
Some of these worked out well while others did not.
This led me to become a management and business consultant for a Venture Capital firm specialising in entrepreneur development. My interests remained in helping people, only now it was in a more personal space.
The journey for the first 18 months was not easy, and while I was growing my practice, I struggled like any other professional establishing a new practice. Some months it went well, others not so well. Too little money coming in, too much going out. Balancing long term goals with short term realities.
I needed to pay careful attention to my finances and had to work hard at practising what I preached. My training, experience and education gave me a slight advantage, and great mentors filled in when it was needed. Proper money management, realistic budgeting and sticking to my long terms goals pulled me through and if it worked for me, then it must work for my clients. I realised that the clients I was meeting with, shared many of these same challenges. All they had to do was commit to making a change, and choose a partner to give them the knowledge and accountability to make it work.
I now spend my days helping clients reach their goals for financial security.

Why should our clients choose you?

I enjoy helping clients demystify what money is and what it can do for them.
I can help you use your money as a tool to live a life you enjoy today - while still planning responsibly for the future.

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Reviews

4.50/5.00

based on 38 reviews

The average rating for Bark Financial Advisors is 4.50, based on 38 reviews.

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