Tim has been guiding clients through life’s financial decisions for over 22 years. With nearly 50 glowing testimonials and a 4.98-star rating on Adviser Ratings, he has earned a reputation for his approachable style, deep technical knowledge, and unwavering commitment to his clients.

Tim’s specialty is retirement planning, where he helps clients navigate complex choices around superannuation, pensions, Centrelink entitlements, and structuring investments for the next stage of life. He also advises across a wide range of areas, including:

• Retirement and pension strategies
• Wealth accumulation and investment planning
• Navigating career changes
• Aged care planning
• End-of-life financial considerations

Tim often describes his role as reducing financial anxiety — providing clarity in complex situations and confidence in decisions. With his easy-to-understand manner and decades of experience, chances are he has seen a situation just like yours before and knows how to guide you through it. You can be confident he will be in your corner, always

Outside of work, Tim enjoys long distance running, supporting his and Sara’s son with his numerous sporting endeavours and is a lifelong supporter of Liverpool FC.