Leave the financial planning to me. Live your 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'll look at your situation, your assets, your income to ensure you're making the most of it. We'll discuss your goals and concerns to tailor a financial plan to your specific needs and ways to optimise your financial position.
I am product agnostic and work with all insurers to guarantee you get the best deal.
In the case of a claim, I handle it for you. I have close relationships with claim teams making sure that you get paid as quickly as possible without hassle.
I can look after your super. You might already have an industry superfund or the fund your employer has allocated you but do you know how it's managed and the return it provides?
I can review your current arrangement and work on getting you higher return. The funds I currently have under management performed 10% over market in 2016.
I work with a trusted network of partners to provide other financial services such as tax advice, accounting services and mortgage broking. We collaborate on optimising the financial position on our clients and ensure they get reliable and effective advice.
