Ramsgate Beach
I don't know about other companies all I know is that when it comes to your finances it's all about you, what you want and need and how to achieve it.
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What do you love most about your job?
What I love most about my profession is getting to know my clients and being able to guide them so they can achieve what they want and need.
What inspired you to start your own business?
I have come from struggle street so I know how hard it is to get ahead financially. I did something about it, I studied wealth creation. I can now share my knowledge to impact those who are willing to listen and learn.
Why should our clients choose you?
It's not about choosing me, what is most important is to find someone you can trust and work well with, especially when it comes to financial planning.
Can you provide your services online or remotely? If so, please add details.
Yes, over the years my clients have moved to all areas around Australia, some to the UK and USA. They still have their interests that need to be looked after and we have done this through many different vehicles such as
* snail mail
* email
* phone calls
* skype
* zoom
* google meet
What changes have you made to keep your customers safe from Covid-19?
With the event of Covid-19 our business has adapted to going predominantly online via zoom calls and google meetup. You can't catch Covid through the internet.
Financial planning
Risk management including
* Life insurance
* Income Protection insurance
* Trauma insurance / Critical Illness
* Total and Permanent Insurance
Superannuation
* Locate and consolidate
* Investment advice
Managed funds