I’m a Certified Financial Planner® working at Momentum Financial Planning. I work with individuals, families, and small business owners on long-term financial decisions that matter.
Most of my work sits at the intersection of strategy and reality: helping clients make clear, practical decisions about their money in a world that’s often uncertain and noisy. That includes everything from structuring investments and protecting income, to thinking through succession, estates, and how wealth moves across generations.
What I’ve found over the years is that good financial planning isn’t about complexity; it’s about clarity, consistency, and making better decisions over time.
Alongside my advisory work, I’ve also pursued an MSc in Computer Science, driven by an interest in how technology can improve the way advice is delivered, scaled, and experienced.
I’m particularly interested in how planners can move beyond product-led conversations and build advice practices that are more structured, repeatable, and genuinely client-centred.
My goal as a member of the FPI is to share practical ideas, real-world lessons, and ways of thinking that other advisors can take back into their own practices and apply immediately.