The Investor Bird
We care about helping families get ahead and build wealth. We are a small family business and we care about other families. We take a personal interest in each client and make sure you feel valued and that you are getting a good service.
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What do you love most about your job?
I love helping my clients achieve their goals and get ahead financially. I love working with people and sharing my experience and expertise.
What inspired you to start your own business?
I wanted to help clients and focus on client outcomes and enable my clients to feel part of a team working together to achieve common goals. I also wanted to work with other like minded advisers.
Why should our clients choose you?
I am a hard worker I make sure to put the clients interests ahead of my own. I work with all kinds of people and get on with most people. I do achieve results for my clients. I care about people and am friendly and easy to work with.
Can you provide your services online or remotely? If so, please add details.
Yes I can easily provide my services online and remotely and have been doing so since March 2020.
What changes have you made to keep your customers safe from Covid-19?
I have high cleaning standards, I make sure there is a safe distance between myself and clients, and I encourage clients to wear a mask if they want to.
Financial Planning
We put together a wealth creation strategy to help you have a plan and work with us on achieving the goals you set out in your plan.
Mortgage Advice and Reduction
We work with you to make sure you are with the best bank for your needs, and we make sure your mortgage is structured correctly. Correct structure enables you to pay your mortgage off faster and saves you thousands of dollars in interest payments.
Budgeting Living Expenses
We work with you to help you understand where your money is being spent and then give you tools to keep track of it and be more mindful about your spending.
Investment Advice
We give you advice and recommendations around different investment to help build up your portfolio or nest egg for your future and help you work towards retiring when you want to.
General Insurance - House, Car, Contents
We organise quotes to protect the things in your life that need protecting, and then we get it put in place for you. We also help at claim time if something goes wrong.
Life and Income Protection & Health Insurance
We work with you to help protect your family if something should happen to you or you are unable to work due to sickness or injury. We give you options to cover yourself and your family and put this in place for you once you have decided what you need to protect yourself. We also help at claim time.
