The Story That Changed

How I think About Freedom

When my husband started getting wrist pain from years of treating patients, I realised something that changed the course of my life: we couldn’t afford to keep relying on active income forever.

We were doing well, earning solid money, but it all felt fragile.

He was a chiropractor, I was a Chartered Accountant.

Between us, we had decent income, but we still didn’t feel free. So I did what many people do when they want to build wealth: I went looking for answers.

Over the next decade, I poured hundreds of thousands of dollars and hours into learning every wealth- building strategy I could find; property development, share trading, futures, options, the lot.

The result?

A healthy-looking portfolio on paper... but not enough cash flow to buy back our time.

Back when we were just starting out. excited but totally unsure what we were doing

“As a young couple, my husband, Jon, led the way in getting us into investing. I was slow to get on board, but once I saw the results, I said, 'Step aside, I’ll take it from here!'”

Trying everything to build wealth… but getting nowhere fast.

By 2009, I ran the numbers and realised we were still at least 25 years away from being able to live off our investments.

That was a wake-up call.

I started looking harder. And by pure chance, a broker made a throwaway comment about high-cash-flow investments I’d never heard of.

I followed the thread and found myself in the hidden world of private investing.

It was exciting and intimidating. I made some mistakes, lost money, learned hard lessons.

"We tried everything; developing, renovations, flipping, share trading… but it was exhausting and expensive. In 2009, I realised we were still 25 years away from freedom."

But over time, I realised something powerful:

Wealth isn’t about stacking assets. It’s about creating income that gives you choices. That’s when everything shifted.

I started blending the best of traditional and alternative strategies, with a clear goal: to create reliable, sustainable income that wasn’t tied to our labour.

Along the way, I also discovered that the best thinking and opportunities weren’t found on the internet. They were shared in private, through trusted relationships.

Wealthy people think differently to investing than the masses.

So I invested years (and many plane tickets) building a global network of experienced investors and dealmakers who were already living the freedom I was chasing.

It took years to build the right network. But that network changed everything.

"There is no way we could have reached this point if we'd taken the traditional path. My husband is no longer in practice and we have choice."

Today, I help others shortcut the painful parts of the journey and focus on what actually builds freedom.

Today, I’m proud to say our assets give us the freedom to make amazing life choices.

And I now help dentists and other high-income professionals do the same.

Because here’s the truth:

If you’re only investing to grow your net worth, it will take decades longer and cost you more, to achieve real freedom.

Unless your plan is to sell everything down (eat the cow), you’re likely missing the opportunity to build real, lasting wealth and a true financial legacy.

Two Starting Points — Choose Yours

The Dentist Wealth Quiz

What’s Missing May Not Be What You Think.

This short quiz reveals the most common blind spots that hold dentists back financially and how to address them.

The Dentist Wealth Code Series

Short. Clear. Practical.

12 concise videos that reveal how dentists are approaching wealth-building differently, without needing to sell or retire early.

Chartered Accountant and Private Investor

For over two decades, I’ve helped professionals, especially dentists, make the shift from high income to strategic wealth.

I’m not a financial adviser. And I’m not here to help you grow your practice.


I’m here to help you use it, as the engine that funds your financial independence.

Wealth is not a mystery. But it does require a better lens.

WHAT OUR MEMBERS ARE SAYING

You’ve Built a Great Practice.
Now Let’s Build Your Freedom.

You don’t need to exit, overextend, or start over.
You just need a better framework and a few smart moves.

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