
I was diagnosed with ADHD in my late fifties and later recognised that I am also autistic. That changed how I understood the problem. My clients were not short of discipline or motivation. The way financial planning is delivered had never been designed for how their brains, or mine, work.
I founded NeuroMoney Financial Planning to change the delivery without lowering the standard of the advice: visual financial maps rather than dense reports, the FLEXIBLE Goals Framework rather than SMART goals, and communication matched to how each person takes in information. I continue to run my mainstream practice, Dorset Wealth Management, alongside it. I am completing a Graduate Diploma in Psychology to strengthen the clinical grounding of that work.
Everything I write here is general information. It does not take into account your objectives, financial situation or needs.
Credentials
- Certified Financial Planner CFP®
- CFA
- CAIA
- ABFP
Qualifications
- Master of Finance
- Master of Financial Planning
- Bachelor of Economics
- Graduate Diploma in Psychology (in progress)
Registrations
- Authorised Representative No. 259382 of Dorset Wealth Management Pty Ltd, AFSL 558504
- NeuroMoney Pty Ltd is an Authorised Representative No. 1319104 of Dorset Wealth Management Pty Ltd
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