As an experienced and motivated wealth manager, Sarah takes care of the administration and day-to-day management of her clients’ investments.

Working alongside individual investors, she plays a proactive role by sharing advice and implementing strategies that lead to long-term asset growth, with the goal of helping her clients reach their financial goals.

Sarah meets regularly with her clients so she can provide efficient services that meet their needs. With a strong focus on integrity and detail, she applies her skills as a CPA and her interest in SMSF to share well-rounded expertise.