Australia, United States
Life Planning, Inbound/Outbound Planning
Independent Wealth Management Firm located in Corvallis. Oregon
Professionals, Multinational families
Fee-only (Fee for Service, Assets Under Management)
If you’re looking to make a big change in your life, whether it be a new career, an international move, or retirement, I'm here to guide you through the decision-making process. We will work together to focus on what truly matters to you and put a financial plan into place to make your vision a reality. Two of my biggest inspirations, when it comes to making bold life changes, are my parents. They each made the decision to make international moves as adults. I have had the privilege if seeing them both navigate this process and build wonderful new lives in their new home countries. Leaving everything behind to start a new life takes courage and resilience, but it also requires navigating complicated and unfamiliar systems. It is easy to make costly mistakes that can set you back, but with a little forethought, planning, and the right professionals on your side, you can avoid the pitfalls to best set yourself up for success. The same is true for all big transitions. I am blessed to call Corvallis home, where I live with my husband and two daughters. I fell in love with being outdoors in the summers here, and In a surprising turn of events, the South African in me has learned to love winter here (thanks skiing). If I'm not home you'll probably find me visiting family and friends in far-off locations such as Australia or South Africa, or joining a friend for tea just down the block. Adventuring (and sipping tea) through life with the people I love brings me joy.
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