About
I’m a Financial Planner at Menzies Wealth Management and I can help you organise your financial affairs so you can make better decisions with confidence.
Whether you are building wealth, approaching retirement, or already drawing an income, I work to ensure your financial plan remains clear, practical, and resilient through the different stages of your life.
Cashflow modelling is a key part of how I can support you. It helps bring the future into focus, stress-test different options, and provide a clearer view of what is achievable, so decisions feel informed rather than uncertain.
I take pride in being your trusted partner, providing clear guidance and steady support as life changes and priorities evolve.
Outside of work, I am a keen middle-distance triathlete with aspirations of completing a full Ironman in the coming years. I enjoy the structure, consistency, and sense of progress it brings. I’m also learning to speak Mandarin in order to communicate with my partner’s family in China, which I find both challenging and rewarding.
If you would like to discuss your situation and explore how we could add value to your planning needs, please contact me to arrange an initial conversation.