Money keeps good people awake at night, and the longer it's left the worse it feels. Whether it's a shoebox of receipts or a mortgage that's stopped making sense, the first job is finding out where you actually stand.
What's owed, what's outstanding, what's been sitting in the too-hard basket. You get a clear picture written in plain English instead of a stack of letters you've stopped opening.
Mapping out debt, savings and what's realistic on your income, with the numbers behind it, so you can see why it works rather than being told to trust me.
A contract, a lease, a loan offer, something from an employer. What it actually says, what it commits you to, and the questions worth asking before you sign.
Sometimes the answer is a registered tax agent, a lawyer, or a financial counsellor. I'll tell you which, and help you arrive there with your paperwork already in order.
I'm a chartered accountant, not a financial adviser, tax agent or lawyer. I'll help you understand your position and your options, and I'll tell you plainly when something needs a licensed professional rather than quietly having a go at it myself.
What this normally costs: $120 to $150 an hour.
What you pay is your call. I'll show you the market value when the work's done, and you decide from there.
