At Courtaux Wealth Planning, I place the needs of my clients at the heart of every decision I make. Enhancing lives, growing wealth and creating legacy is my mantra as I seek to build long-term, meaningful relationships that help the people I work with to take control of their financial futures.

Through a holistic financial planning process, I help individuals, families and business owners to first define and map out their life goals and aspirations before building high quality financial plans that enable them to live out those dreams. I further use my expertise to guide and advise the people I work with as their requirements develop and change, removing complexity and doing the difficult work so that they can focus on what is important to them.

It is a great privilege, and responsibility, to be entrusted with helping my clients and I am uncompromising in my approach towards high quality financial planning. I hold integrity and service excellence as core values, which guide my decision making and I am continually looking to build my skills and knowledge in order to deliver the best value for my clients.