After 20 years working in institutional finance and the banking industry, I decided to embark on the same pathway that I have advised my clients to pursue. Financial wellness, flexible working, and a pathway to financial independence are at the heart of how I run my business and my life.
As a Financial Planner, I cannot bring immediate financial riches and silver bullet outcomes. Rather it is through incremental change in your financial arrangements that enables you to move in the right direction. I aim to bring long positive financial outcomes.
Examples of these outcomes:
Self-funded retirement
Flexibility in decision making
Protection from life’s curve balls, both medically and financially
The ability to invest back in you!
I work with clients all across Australia at various stages of their life. I craft personal and tailored plans so they can live their life without having to worry about future risks.
How to invest your superannuation money to generate the best return and how to structure your insurance plans are not oft discussed at dinner parties, but given some robust discussion in these areas, it could be the difference between sipping Champagne in retirement and working into your 70’s
Don't hesitate to get in touch:
by phone on +61 401 601 118
by email at damian@talbotadvisory.com