Justin's specialism01Aligning company cash, protection and long-term reserves with where the business is heading, from first hire to expansion.
REP NO. CCC100028262Associate Directors · Affinity Group
Associate Director (Advisory)
Justin is an Associate Director (Advisory) who joined the industry in 2000 with one goal: to help clients plan for retirement and make their money work as hard as they do. A CFP® professional and Certified Financial Educator with five consecutive MDRT qualifications (2012–2016), his strength lies in bringing structure and clarity to financial decisions that often feel overwhelming. He works with individuals, families and business owners across the full advisory spectrum — protection, savings, investments, retirement, estate and business succession — anchoring every recommendation in a clear understanding of where a client is today and where they want to be. Clients value his patience, his straightforward explanations and his discipline in reviewing plans as life changes.
“Clarity first. Every good decision follows from it.”
In Justin's words
Credentials & recognition
Justin's designations and industry honours — every one of them earned since starting in 2000.
Million Dollar Round Table
5 consecutive years · 2012–2016Professional designations & qualifications
Behind the role
Areas of advice
How we can help
Justin specialises in estate planning, retirement planning and investment management, and is backed by specialist pathways across the branch for everything else.
Justin's specialism01Aligning company cash, protection and long-term reserves with where the business is heading, from first hire to expansion.
Justin's specialism02Understanding what your business is worth today, so buy-sell agreements, funding and succession are built on real numbers.
Justin's specialism03Smoothing the peaks and troughs of receivables, payroll and reserves so growth never runs out of runway.
Justin's specialism04Structuring loans and liabilities sensibly, with protection in place so debt never lands on family or partners.
Justin's specialism07Preparing the next generation or the next owner, so the business, its people and its value outlast any one person.
05Group hospitalisation, term life, outpatient and dental plans that help you attract and keep good people at a cost that makes sense.
06Keyman, buy-sell funding, property, liability and general insurance, mapped to the risks that could actually stop your operations.
More of the team