Who i help
My work sits at the intersection of philanthropy, governance, family dynamics and long-term decision-making. I am typically engaged when issues are complex, involve multiple stakeholders, or would benefit from an independent perspective.
Who I Work With
Engagements are focused, time-bound and tailored. I work quietly alongside clients and advisors, helping them move from discussion to clarity and practical next steps.
Families & Private Clients
I work as an independent strategic counsel and trusted intermediary, helping families to clarify priorities, understand options, ask the right questions, and make confident decisions without overwhelm.
Wealth Advisors
I work as a discreet, senior engagement partner alongside advisors to help them build stronger, more enduring client relationships through clear engagement strategies and high-quality touchpoints.
For Purpose & Not-For-Profit
I work with purpose-led and not-for-profit organisations across Australia and New Zealand, supporting leaders to build clarity, confidence and capability around fundraising and sustainability.
I'd welcome a confidential conversation to understand your situation and explore how I might be of assistance.