DAD - ADVISER- FRIEND
Hi, I'm Dylan.
Dad, friend, small business owner and financial adviser. I help 30's, 40's and Families make sense of their money and clearly define what they want out of life.
I have three beautiful children, Evan, Ariana and Indie. They mean the world to me. Like you, I am working hard to create a secure financial future for my family.
I am lucky enough to have a big second family - my clients. I am passionate about being by their side; celebrating their achievements and I also feel their pain during challenging times.
Most of all, I am a parent, just like you. I find it hard sometimes. The juggles, struggles and chaotic weeks. Career, health, fitness, hobbies, schooling, home duties - how do we fit it all in? My clients want to provide for their little crew, enjoy life's little pleasures and become the very best financial versions of themselves possible.
Professionally, I have been helping clients achieve their goals since 2010. I have a Bachelor of Commerce (distinction) in Finance, Diploma of Financial Planning and a Justice of the Peace. I have also completed further education; completing Ethics and Professionalism in Financial Advice coursework in 2020.
I have a made-up PHD in time management as I navigate the week through kids sports, client meetings and staying connected with family and friends!
If I am not enjoying time with my little crew or working in and on my business helping clients like you - you'll find me pursuing my other hobbies - food, friends, football, traveling, spirituality and music. I'm passionate about reconnecting with nature, the concept of consciousness, the human mind and the mystery of life. I am also a junior football coach with a healthy obsession with player and local club development! My mantra: Practise makes progress, not perfection!
I'd love to hear more about your story.
- Finance Dad
We guide like-minded 30's, 40's, and families to make smarter money choices and get ahead earlier. We empower our clients to understand what it is they desire, create their perfect lifestyle, and do more of what they love. As financial educators and money mentors, we are committed to simplifying the complex and making a valuable impact on our clients’ lives.