I am a skilled and highly regarded specialist in the pre and post retirement planning area.  I have over 30+ years’ experience in financial planning and I am dedicated to helping clients achieve the retirement lifestyle they want.

I take the time to get to know you and understand your individual situation. I  listen to your hopes and dreams, and also take the time to understand your concerns. Experience has taught me that all clients are individuals and there is definitely no ‘one size fits all’ approach to planning a successful retirement.

As an Associate Adviser, Nina participates in client meetings with Simone and assists with the research and development of advice strategies. Nina also handles complex queries from clients. Nina has been in the Financial Advice industry for 5 years and has recently completed her Master of Financial Planning.

Outside of work you will either find Nina at the gym or enjoying spending time with her partner and children.

As a Paraplanner, Helen is primarily responsible for the preparation of our Statement of Advice documents. Helen works closely with the Financial Advisers to understand the client’s financial goals and objectives and to help the clients achieve the best possible outcome for their unique circumstances.

Helen has worked in the financial planning industry for over 20 years, across both administration and paraplanning roles.

Outside of work Helen likes spending time with her husband and two boys who are now in their 20’s and making their own way in the world. Helen also enjoys planning and going on holidays.

Cherie is our Client Support Officer and is the first face you will normally meet when you visit our office. Cherie works closely with the team to ensure the office runs smoothly and assists the Financial Advisers. Cherie is your first point of contact for making appointments and is responsible for preparing all the documents prior to client review appointments. Cherie liaises with the product providers and assists clients with general administration queries.

Outside of work, Cherie loves spending time with her family and friends and is always planning her next adventure.