Straightforward advice, structured for your long-term wealth

Before Willow & Reed, I spent years working alongside financial planners and some of the country’s largest institutional investment providers. From that vantage point, I watched something remarkable happen, time and again. I saw planners walk clients through the hardest financial moments of their lives, and I saw modest nest eggs grow, year on year, into genuine retirement fortunes.

I wanted to be part of that story. But I wanted to tell my own chapter of it.

So, I started Willow & Reed Private Wealth to sit alongside that financial planning journey, not to duplicate it. My focus is lending but not lending in the traditional sense of “get the deal done and move on.” I look past the next settlement date and ask a different question: what will this structure be doing for you in ten years?

Because every client who walks through my door is building something. For some, it’s an investment portfolio. For others, it’s a clear run to a debt-free retirement. And for many, it’s simply a home that actually fits the life they’re living, not the life they had when they bought it. Whatever that “something” is for you, my job is to make sure your lending is working just as hard toward it as you are.

Today, I work with established professionals and families across Bayside Melbourne, the Mornington Peninsula and South East Melbourne. I compare your options across more than 70 lenders, because the right answer for your situation is rarely the easiest one to arrange, and you deserve a recommendation built on that difference.

And here’s the part I love most about what I do. I’m not just with you for the life of one loan. I’m with you for the whole journey, all the way to financial freedom and the retirement you’re building toward.