Hi, I’m Melissa
I wasn’t initially drawn to financial planning because I thought it was mainly about pushing products. That changed when I learnt what thoughtful financial planning could really involve: understanding someone’s life, identifying what matters and helping them make better-informed decisions.
That led me to look more deeply into how advice should be given and to develop a process of my own. The clients who trusted me in my early years encouraged me to keep refining it. I still improve how I plan, explain and support my clients every year.
Outside work, I’m usually walking my dog, at yoga or Pilates, or trying to improve my golf. I’m always open to tips!