Terry Cave
Managing your financial affairs is an important aspect of life, ensuring that you're maximising your wealth now and into the future is key. I enjoy working with clients to see this become a reality.
I’ve worked in the financial services industry since 1992 and started as a financial adviser in 1998. I also ran my own financial planning practice which I sold in 2012; at which time I worked in the not for profit space and ran a marketing business, before recommencing as a financial planner again in 2018.
I really enjoy getting to know my clients well and working closely with them to achieve financial success. Everyone’s financial position, goals and objectives are different and I enjoy working with you to help shape your individual plan to see you achieve your desired outcomes.
I enjoy reading and learning and I’m currently completing a Masters of Financial Planning.
Outside of work I enjoy spending time with my wife and two daughters. We are an active family who enjoy exploring our beautiful city and beyond. I tend to enjoy all forms of motorsport, both watching and competing.
Money is a terrible master, but an excellent servant – P.T. Barnum