With more than 30 years in financial services, Heather provides integrated advice across financial planning and lending. She partners closely with clients to understand their goals and circumstances, then designs practical strategies to grow and protect wealth, structure lending effectively, and make the most of available entitlements.
Known for clear guidance and a calm, supportive approach, Heather focuses on removing complexity and reducing stress so clients can make confident decisions. She keeps a close eye on investor trends and portfolio protection, and collaborates with specialist colleagues to help optimise outcomes at each stage of a client’s financial journey.
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