While I am well-know expert of investing and financial planning strategies through my 24 years of experience in the industry, it is actually my care for people that sets me apart in the industry. I receive a deep satisfaction when I help people achieve more than they were capable of on their own and I pride myself on consistently exceeding clients' return expectations.
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What do you love most about your job?
I love to help people. I have studied many psychology and alternative therapy courses as part of this passion and I use these life skills in my everyday life with the people in my life. Financial Planning allows me to also use my technical skills to help people's financial prospects also.
What inspired you to start your own business?
As a young man, I grew up having learnt vital skills on how to invest for your future. It was after I completed my university degree that I realised that not enough people had the same skills to build for tomorrow while enjoying life today. Starting off in the industry working for larger organisations, there were too many restrictions on the level of support that I wanted to provide my clients. I now have so much more time to dedicate to each individual and can help in a more holistic way.
Why should our clients choose you?
With both my technical skills and my empathic care, I provide the sort of care you want your mother to have at a price that's value for money.
Can you provide your services online or remotely? If so, please add details.
I can provide service both online and in person in the office. For special needs, I can visit you at your home.
Financial Advice
Strategies:
â–ª Transition To Retirement Strategies
â–ª Post Retirement Strategies
â–ª Investment Strategies
â–ª Tax Advantage Strategies
Products:
â–ª Retirement Savings Account Products
â–ª Superannuation including SMSF
â–ª Managed Investment Schemes
(including Managed Discretionary Accounts)
â–ª Deposit and Payment Products
â–ª Government Debentures, Stocks or Bonds
â–ª Tax (financial) advice services
â–ª Securities (including shares)
â–ª Life Insurance and related Products
