Embrace Financial Well-being Through Personal Connections
I believe in the realm of financial planning, transactions are just a small part of the story; it's the relationships that truly matter. At the core of my approach lies trust and respect, the cornerstones upon which strong relationships are built.
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What do you love most about your job?
Every single day, I get to tackle financial challenges for my clients and bring them a clear view of what lies ahead.
What inspired you to start your own business?
It's all about helping regular Aussies get a handle on their finances – especially when it comes to superannuation, which usually stands as the biggest investment for most Aussies beyond their homes.
Why should our clients choose you?
You know, a lot of folks think they need a ton of money before they can chat with a financial advisor. But honestly, that's just not true. Our fee for a thorough financial checkup is only $330 for the whole session.
In our meeting, we'll gather some basic info about where they stand financially and even give them a rough idea of where they're headed. Plus, we can chat about smart strategies to give their situation a boost.
Can you provide your services online or remotely? If so, please add details.
Yes, we're totally set up for online meetings through TEAMS or ZOOM, or good old-fashioned phone calls.
What changes have you made to keep your customers safe from Covid-19?
By the way, we're all about keeping things safe and sound. If any of our staff have slight sniffles or something, they'll pop on a mask or work from home. Your health and theirs are super important to us!
Financial Planning
Advice and services I can provide:
• Deposit and payment products.
• Debentures, stocks or bonds issued or proposed for issue by a government.
• Life investment or life risk products.
• Interests in managed investment schemes, including Investor Directed Portfolio Services (IDPS or ‘Wrap’).
• Retirement savings accounts.
• Superannuation.
• Self-Managed Super Funds (SMSF).
• Listed Securities
