Personal CFOs · Wealth Platforms Group
A Personal CFO and Wealth Planning Advisor serving high-net-worth families and business owners, holding both the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations, covering both the growth of personal wealth and the planning of business succession within one advisory relationship. With over 15 years across institutional capital markets and personal wealth advisory, she manages the full financial picture for each client: investment strategy, risk management, tax planning, family governance, and the eventual sale or transfer of the business. Her work centers on business owners at the stage where personal wealth and enterprise value can no longer be planned separately.
Managing the complete financial picture for business owners and families (investment, cash flow, risk, and tax) under a single coordinated plan aligned to the owner's goals.
Comprehensive personal financial planning across investment strategy, portfolio management, retirement, and long-term wealth structuring.
Preparing owners for the sale or transfer of their business, building enterprise value, structuring the transition, and aligning the outcome with their personal wealth plan.
Family Constitution development and family office structuring, aligning financial governance with long-term generational objectives.
Asset allocation, portfolio management, and risk governance, drawing on prior roles as Securities Analyst, Investor Relations specialist, and Head of Risk Management at listed corporations.
Corporate trainer, workshop speaker, and FM96.5 radio presenter on retirement planning, investment, and family business management.