About Happy Planet

I take the fear and anxiety about clients’ financial futures away with personalised financial planning designed to empower you.

My approach brings together strong wealth planning and investment management expertise with a focus on the values that you live by. I start by getting to know you, what drives you and what keeps you awake at night. Then I set about aligning your vision for the future of our planet with your vision for your own future – creating a plan that you can feel good about.

You can read more about this on the “Why Happy Planet” page.

What we do

Why choose us?

From my values, to the value I add for my clients, find out more about the reasons my clients choose Happy Planet.

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