About
We exist to inspire people to take action so that they can feel secure in their future, and enjoy the present.
We’re a financial planning firm – but we’re not just about improving your finances. We help you build the life you want, by prioritising what’s most important at each stage of your life and putting together a financial roadmap that will make it happen. We are dream builders who, like you, want to get the most out of life. Financial wellness means freedom from financial stress and the ability to live life the way you want. We coach you to understand your full financial potential, guide you through tough times so that you can concentrate on what's most important
Strategies that work
Using our extensive knowledge of the financial industry, we create strategies that are shaped specifically to fit your goals and lifestyle. A good financial roadmap needs to both think big and dive into the detail – so it’s ambitious enough to meet your goals and manageable enough to be achievable and sustainable
Practical finances
We’ve honed a simple process for helping people to reach their financial potential. We get down to basics, so we can create a roadmap that’s broken down into practical, manageable goals
About Me
Originally from a dairy farm outside of Warrnambool, I completed a Bachelor of Financial Planning through RMIT and began working at a local financial planning business in 2008, working with a broad range of clients around the area. I was then lured to Melbourne, by my partner, and to experience how different businesses operate, which has been great as it has allowed me to see what has worked for people and how I can better benefit your situation. I have since moved home now that I have a young family with the recent arrival of a little girl.
I started Saint Financial Planning as I wanted to remain small and personal so that clients felt like they were dealing with an individual and not a business that they are passed around. As such, I limit the number of clients that I look after at any one time and am always happy to have a chat to see if I can help you.