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A moment to pause this Easter

Easter is often a time to slow down and spend time with the people who matter most.For many families across regional Queensland, it offers a small pause in the year. A chance to gather, reflect, and enjoy a little time together before the busy seasons continue.I will also be taking a short pause over the Easter period to spend time with my own family.The office will be closed from Good Friday, reopening again on Tuesday 7 April 2026.Our team wishes you and your family a safe and restful Easter....

The experience that led me into an advisory career

People sometimes ask how I came to work in financial advice.Like many things in life, it was not a straight path. It really began years ago when I was living in Far North Queensland and working in a bank. People would come into the branch and ask what they should do with their money. At the time my role was quite limited. I could help with term deposits or superannuation, but beyond that there was very little guidance I was able to offer.Still, those conversations stayed with me. I found myself ...

Farming families: more than agribusiness

Much of my work is with multi-generational farming families, where decisions are rarely just about money.On the surface, the conversation might be about succession, inheritance, or restructuring. But in farming families, the land is never just an asset. It’s livelihood, history, identity, and responsibility - often carried across three generations, sometimes more. The seasons leave their mark not just on the paddocks, but on the people too. Good years and hard years shape the way families thin...

Servicing regional Queensland

My office is often a long stretch of highway.My work takes me from the cane fields of Far North Queensland, through Central Queensland cattle country, out to cotton growers and sheep farmers, and into family businesses spread from Ipswich right across to the borders of New South Wales and the Northern Territory. If you do this work properly in regional Queensland, you learn pretty quickly that distance is just part of the job, and so is respect for the land and the people who work it.Every regio...

A new chapter

There are moments in life when change arrives quietly, and others when it lands with real weight. Over the years, I’ve learned that when people come to see me, it’s often because life has shifted, and suddenly money carries more meaning than numbers alone.This next chapter of my work is a natural evolution of what I’ve been doing for more than 28 years: walking alongside rural and regional families and women, as they navigate major life transitions: succession, divorce, retirement, widowho...