CFL TEAM

Owner / Financial Adviser

I’ve been a Financial Planner here in Queensland since 1996 where I’ve worked closely with accountants to help successful and motivated business owners develop a successful ‘game plan’. The majority of my working life has been in and around finance. During that time I’ve done everything from open the mail to developing complex investment, superannuation…

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Owner / Financial Adviser

I’ve been helping successful but time poor professionals and business people to set a ‘game plan’ and stick to it since 1999 – to great success! In that time I’ve filled every role within the investment, insurance and finance sections of 2 Chartered Accounting firms, working on smart and effective strategies for more than 500…

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Retire In Style Checklist™

There Are A Few Reasons Why Business Owners Need A Retire In Style Checklist.

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

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The Retirement Prosperity Guide™

Make Sure You Don’t Miss Out On The Retirement Prosperity Guide.

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

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