My passion lies in guiding clients through the complexities of retirement and aged care planning, offering them the peace of mind they deserve during these crucial life stages.  My extensive expertise also extends to intricate Centrelink strategies, ensuring that you receive the maximum benefits available to you.

But what truly sets us apart is our unwavering dedication to our clients.  We don’t just consider you as clients, you become part of our financial planning family.  With a personal touch, my team and I work tirelessly to understand your unique financial aspirations and concerns.  Together, we craft tailored solutions that are as individual as you are.

At Cape Financial Planning, we pride ourselves on running a successful, family-oriented business.  Your financial well-being is not just a job to us; it’s a lifelong commitment.  Let’s embark on this journey together and secure your financial future, one step at a time.

Experience

My journey in the financial planning industry began in 1997, but my roots in finance trace back to 1983 when I embarked on a career in the banking sector.  It was a natural progression for me, given my extensive experience in banking spanning over a decade.  Initially, my role revolved around administration and training within the realm of financial planning, laying a strong foundation for my future career growth.

In 2007, I took a significant step forward in my career by transitioning into the role of a financial adviser.  This marked a pivotal moment when I could directly impact the financial well-being of individuals and families.  Over the years, I honed my expertise and knowledge and collaborated closely with esteemed professionals in the field.

On 1 July 2015, Peter Farrar and I joined forces as business partners, sharing a vision for providing exceptional financial planning services to our clients.  Peter brought with him 25 years of invaluable experience, further enriching our practice with a wealth of insights.  In 2018, Peter chose to embark on a well-deserved retirement journey, leaving me at the helm as the sole director and practice principal.

Since then, I’ve been proud to lead the business forward, upholding the same values and commitment to excellence that have defined our practice for years.  With a quarter-century legacy behind us and an unwavering dedication to our clients, we continue to serve as your trusted partner in securing your financial future.

Qualifications

As a dedicated financial adviser, I bring a wealth of knowledge and expertise to the table.  I am proud to be authorised to provide comprehensive financial advice, enabling me to assist you in navigating the complexities of financial planning with confidence.

I hold a master’s degree in financial planning (MFinPlan), a qualification that represents a commitment to continuous learning and staying at the forefront of the ever-evolving financial landscape.  This advanced degree equips me with the latest insights and strategies to help you achieve your financial goals.

I am recognised as an Aged Care Professional, specialising in the intricate aspects of aged care planning.  This designation reflects my deep understanding of the unique challenges and opportunities associated with this critical life stage.  Whether you are planning for retirement, exploring age care options, or seeking expert guidance on your financial journey, my qualifications ensure that you receive the highest level of expertise and support.

With a commitment to ongoing education and a dedication to maintaining the highest industry standards, I am ready to guide you towards a secure and prosperous financial future.