Services - What I can do for you.

Using my extensive knowledge of the financial industry, I create strategies that are shaped specifically to fit your goals and lifestyle. A good financial roadmap needs to both think big and dive into the detail – so it’s ambitious enough to meet your goals and manageable enough to be achievable and sustainable. While looking at your situation as a whole is the most effective, I understand that you might just be looking for some help in a particular area.

Retirement planning

Nothing is more important than ensuring your money will last you throughout retirement.

My financial roadmaps help you understand how much savings you'll need to continue living life the way you want during retirement, providing you with the reassurance and confidence that when you decide to retire, you'll be in a financial position to do so. To check how your travelling you can head to Retirement Forecaster.

Super

Almost every Australian has superannuation stashed in one or more funds, but very few are making the most of their super – which is where I come in. I offer a number of superannuation-related services:

- Consolidating your multiple super accounts

- Contributing to super to take advantage of tax concessions

- Funding insurance through super

- Using a super pension to provide a retirement income stream

Investment

Knowing where you’re going is the first step to getting there. Likewise, having a good investment strategy is all about identifying what you want from your investments – so I can create a plan to get you there.

I’ve developed a simple formula that helps you pinpoint exactly what you want, so we can create a solid, achievable strategy to make it happen