I’ll help you buy your first home🏡

As a qualified Financial Adviser in Lending, Insurance, and Investment, I specialise in helping families buy their first home with confidence and clarity.

I’ve also created a starter financial plan so you can get real advice without needing to “have it all together” first.

Hey, I’m Terri — a Financial Adviser who’s passionate about helping families take that exciting (and sometimes overwhelming) step into home ownership. I know how big this milestone is, and I also know how confusing the process can feel when you’re juggling kids, work, and everyday life.

Back in 2016, my own family hit financial rock bottom. We were a single-income household with a mortgage, credit cards, and more money going out than coming in. I felt overwhelmed and unsure what to do. When I finally reached out for help, I was told we didn’t earn enough to get proper advice — and that just didn’t sit right with me.

So I decided to do something about it.

That’s why I created The Healthy Wallet Method — a simple, step-by-step process that helps families clear the financial fog, get loan-ready, and confidently move towards buying their first home (and beyond). Whether you're just starting to think about it or you're ready to take the next step, I’m here to guide you.

You don’t need to track every cent or feel like you’ve got it all figured out — you just need someone in your corner who understands the journey and knows the way.

Book a FREE Strategy Session and we’ll:

• Get clear on your home ownership goals for 2025

• Identify the simplest path forward (based on where you're at now)

• Create a 90-day action plan to help you get there

I’ll help you build strong financial foundations so you can stop stressing about money — and start saying YES to more freedom, more stability, and more special moments with your family 💕

Let’s get you home.