JEM Wealth is like a second home to me. I love making anyone who walks through the door feel at home, too.
I love working with this team to problem solve and jump into the trenches with our clients.
Before JEM Wealth, I was troop leading as a junior officer in the Army. Life in barracks and field is challenging, but I learned quickly that I am good at time-based, goal-oriented planning and strategy. I value efficiency, which starts with compassion. I want to know: what do you really care about? A plan is useless if the goals are the wrong goals!
Since starting at JEM Wealth in 2021, I have guided many clients to clarify their goals and win battles in their finances. We can initiate strategic re-allocation of money (such as, investing in or out of super) and minimise tax to increase the efficiency of each dollar in your money system.
I will use my humour to motivate you to fight for every percent. Let’s secure your financial future! I especially love to work with you in the massive life changes: coming up to retirement, having a baby, or getting used to a new or unanticipated relationship status.
When I am not at JEM Wealth, I am most likely with people I love, outdoors, enjoying God’s beautiful creation. I am still a proud member (now, a Captain) in the Army Reserves and serve at my local church.
God is our refuge and strength,
an ever-present help in trouble.
Therefore, we will not fear,
though the earth give way and the mountains fall into the heart of the sea,
though its waters roar and foam and the mountains quake with their surging.
Psalm 46:1-3