Donna is a Chartered financial planner who supports a diverse range of wealth clients, helping them navigate every stage of their financial journey. With more than 25 years of experience in financial services, she is committed to giving clients the clarity, peace of mind, and long-term vision they need to make informed decisions about their future.
Donna’s clients regularly leave meetings feeling more empowered than when they arrived, with a clear understanding of their financial future and whether it aligns with the lifestyle they want to build. She is particularly passionate about helping people retire earlier than they imagined and structuring their finances in a way that protects and maximises what they can pass on to future generations.
For Donna, it’s not just about planning wealth – it’s about creating the freedom, security, and legacy her clients truly deserve.
Donna’s weekends are full-on family mode – fuelled mostly by cooking, planning, and keeping everyone healthy. She loves being in the kitchen, so she is always one step ahead with meal prep, batch cooking, and a bit of baking for good measure.
It has become a running joke that her son actually prefers she does not watch his Sunday football, purely so he can come home to a roast dinner waiting on the table. Priorities, right?
1) Good energy / personality.
2) Kindness.
3) Eye contact – people who are not easily distracted or checking their phone when we are talking.
Nigella Lawson – The food would be great, and she would make anything sound delicious.
Adele – The singer (although Adele at KFP is welcome too!).
Ryan Reynolds – He is hilarious.
With these three, I would have great food and great entertainment.
1) Started to document our family history and get some photos and stories about our ancestors to pass down to future generations.
2) Learned how to fold a fitted sheet properly.
3) Learned to speak a foreign language fluently.