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How I Can Help You
Whether you’re building your wealth, enjoying retirement, running a business, managing a farm, or carefully growing the savings you’ve worked hard for, the financial decisions you face can be complex and deserve thoughtful, expert guidance. Drawing on close to two decades as a lawyer and ten years in governance, I specialise in designing investment strategies that are aligned with your ambitions, risk profile and life goals. My approach is grounded in building strong, trusting relationships, putting you at ease and providing steady guidance to give you clarity and confidence about the future.
A Breadth of Experience You Can Trust
My career has spanned law, governance, and financial services. I bring a deeply analytical and risk-based approach, shaped by years in highly regulated environments, including a decade with Australia’s largest investment bank. Having run my own law practice advising a broad spectrum of clients, I thrive on helping clients who value specialist advice to safeguard their success. My approach is trusted by colleagues and clients alike for my integrity, sound judgement, and the ability to critically evaluate challenges from multiple perspectives.
Alongside my husband Richard, I have co-owned Milestone Financial Hawke’s Bay for the past decade. I have been a director in the business since 2022, helping to steer our business safely through an evolving financial landscape and ensuring the best outcomes for our clients. As a family business, our roots run deep in the Hawke’s Bay community, and our commitment to excellence and close client relationships reflects our genuine care for the long-term wellbeing of the people we serve.
