Apr 2024 – Mar 2025 · 11 mos · Auckland, New Zealand

Aug 2012 – Mar 2024 · 11 yrs 7 mos · Auckland, New Zealand

• I built and exited BetterCo from 2014 to 2024
• When I founded BetterCo, it was with a clear vision: to provide advisory services that genuinely make a difference. What started as a one-person operation quickly evolved into a recognized firm, supporting hundreds of client groups and earning multiple awards along the way.
• Over the years, I focused on building a high-performing team of passionate professionals, creating a workplace culture that prioritized innovation, collaboration, and customer success. Together, we delivered personalized strategies across financial planning, business valuations, mergers, and investment advice—always tailored to meet our clients' unique needs.
• Streamlining operations and implementing scalable systems were key to our success, allowing us to enhance efficiency and improve service delivery. Most importantly, I took pride in fostering long-term client relationships. By listening, understanding, and addressing their challenges, we became trusted advisors, helping them navigate pivotal moments and achieve sustainable growth.
• BetterCo was more than a business—it was a platform for empowering others to thrive.

Jan 2023 – May 2025 · 2 yrs 4 mos · Auckland, New Zealand

• Abundance was born out of my passion for helping people live the lives they truly want. Here, I’ve dedicated myself to empowering individuals, families, and businesses to gain financial clarity and achieve freedom—not just in their finances but in their lives as a whole.
• Every interaction at Abundance begins with one question: What does your ideal life look like? From there, I partner with clients to align their financial goals with their personal values and aspirations. Whether it’s creating a roadmap for wealth building, optimizing cash flow, or preparing for major life transitions, my focus is on practical, actionable advice that drives results.
• Beyond the numbers, Abundance is about education and empowerment. I host workshops and one-on-one coaching sessions to simplify financial concepts and inspire clients to take control of their futures. I also strive to build a community of like-minded individuals who share a vision of growth, generosity, and living abundantly.
• At Abundance, it’s not just about financial planning—it’s about creating a life that feels purposeful, balanced, and fulfilling.

Jun 2020 – Jul 2024 · 4 yrs 1 mo · Auckland, New Zealand

• Developing property was a journey for me. From purchasing land to building and selling nine homes, primarily to first-home buyers, this project was both challenging and rewarding. It wasn’t just about construction—it was about creating opportunities and helping people achieve the dream of homeownership. The experience taught me invaluable lessons in project management, financial oversight, and the importance of community impact.

Feb 2018 – Apr 2020 · 2 yrs 2 mos · Auckland, New Zealand

• As a business mentor, I had the privilege of volunteering my time to guide and empower emerging entrepreneurs and business owners. Through personalized advice and strategic planning, I helped them overcome challenges, build confidence, and grow their ventures. Mentoring wasn’t just about giving—it was also a deeply enriching experience that reinforced my own passion for helping others achieve their goals.

Oct 2013 – Jun 2014 · 8 mos · Auckland, New Zealand

• My time at Auckland Stadiums began with financial modeling, business case preparation, and strategic project management. After being promoted to Stadium Planning Analyst, I took on a broader, high-level role, reviewing contracts and aligning operations with the long-term vision for Auckland’s stadium network. This role required me to balance financial strategy with operational planning while working on high-profile events and negotiations.

Nov 2011 – Sep 2013 · 1 yr 10 mos · Auckland, New Zealand

Jun 2011 – Nov 2011 · 5 mos · Auckland, New Zealand

• At Smartfoods, I was responsible for conducting financial modeling, cost-benefit analyses, and business case assessments to support strategic decision-making. By identifying inefficiencies and optimizing processes, I contributed to improved operational productivity and resource allocation. This role enhanced my ability to connect financial insights with actionable strategies, driving better outcomes for the organization.

Mar 2010 – Apr 2011 · 1 yr 1 mo · Melbourne, Australia

• During my time at AWB Landmark, I conducted credit and financial analyses for corporate clients, helping them navigate risks and identify growth opportunities. I also contributed to the integration of SAP systems, enhancing reporting and financial accuracy, which supported better decision-making at the organizational level.

Jul 2008 – Mar 2010 · 1 yr 8 mos · Auckland, New Zealand

• At Inland Revenue, I specialized in financial investigations, focusing on corporate insolvencies and recovery. This role involved uncovering complex financial discrepancies, providing expert evidence in court, and implementing risk mitigation strategies. It honed my analytical skills and my ability to manage high-stakes situations with precision.

Feb 2006 – Jul 2008 · 2 yrs 5 mos · On-site