Firstly g’day & thank you for making your way onto my website - particularly this page to learn about me. Secondly, bravo for taking the time to consider your financial position and being proactive in terms of understanding the many ways we can strengthen and expand what you have. Whatever stage of life you are in and whatever your feelings are about your current situation I am sure it will be worth your time having a chat with me. Don’t worry if you think what you have is ‘not a lot’. That is precisely why I am here.
The goal with my clients is to assess, restructure (where and if necessary) and work towards setting them up so that their finances remain dynamic, active and expansive rather than sitting dormant. Life is busy. We could all greatly benefit from having the peace of mind that even when we’re sleeping, our savings & investments are working in our favour.
Below I’ve provided a succinct snapshot of my life as the more you know about me & my lifestyle and my skills, the more comfortable you may feel about inviting me behind the scenes of your life, where we can lean into my industry experiences to date and use it to your benefit. I’m an open book and I want my clients to strengthen and succeed. So here we go. This is me.
Firstly, the core of my offering is my 17 years of experience. During this time I have completely immersed myself into the financial worlds of my clientele. I’ve helped restructure finances for the better, while learning a tonne off each and every individual. The sheer weight in terms of the value of this knowledge is something I am here to pass on & make it work for you.
I follow a hands-on approach, I look at what successful people have done right & I dissect their mistakes to the tenth degree, the reason being, so that I comprehensively understand why particular decisions didn’t work. We’ve all made mistakes in life. This is where we learn, grow, pivot & succeed.
I’m looking to drive a business that makes positive change in the lives of those I work alongside. KWA is grounded in the wealth of my experience & focuses solely on the quality of my relationships and my advice. There’s no point dressing everything up in a corporate manner just for the sake of it. Knowledge & true understanding is worth a whole lot more than a crisp suit.
Financially, like many others in my age bracket, my wife Elissa and I have a chunky mortgage to pay down and a family & lifestyle that demands we consider our cash flow.
To date we have invested in:
Family Home (yes this is an investment)
Direct Equities
Geared investment funds (This was a real “learner”)
CARE principle via Diverger.
Commercial Property
Commercial Property Development
Rural / Lifestyle property (160 acre farm in South Gippsland, Victoria).
We run our own Super fund and we’ve been collective believers in maximising concessional super contributions (even with bad debts to pay)
The best investments we’ve made so far, have been gearing to buy commercial property via SMSF and then buying farm land. In more ways than one, these decisions have defined our families way of life. We now have the ability to escape the city and recalibrate amongst nature in expansive space. Space that is our own.
As mentioned above, I’m married to my wife Elissa and together we share four wonderful kids. Their ages are 8, 6, 4 & 9 months.
I cherish spending time at our farm with the whole family & I’ve found I’m easily energised by all things outdoors. I’ve become closely involved in South Gippsland Landcare Network, as becoming part of a community is important to to me.
I’m a keen volunteer at the Melbourne Cricket Club and the Chairman of Premier Cricket, which comprised of 4 mens teams, 3 women's teams, 3 social teams & 2 junior teams.
I’m busy, yes. Despite the business, hand-on-heart, I love what I do. Life never feels like a chore or a burden. Life, including my career work, is an absolute privilege.
If I sound relatable and you’d like to chat more - great, let’s do it. I welcome your queries. If you’d like a fresh eye to run over investments that interest you, or any fine print that intimidates or overwhelms you - easy. Let me share the load and guide you forward.
Let’s get busy?
