Retirement Planning &
I like to work with you to establish a “roadmap” to your retirement destination, and also take advantage of some smart strategies that can deliver the lifestyle that you desire.
Being made redundant can be a very stressful experience but can also provide an opportunity to review your plans for the future. In addition, my well considered advice regarding your financial situation and options, can only improve your lifestyle prospects.
Self Managed Super Funds
I specialise in helping self managed super fund (SMSF) trustees to take maximum advantage of their opportunities and to reduce risks.
WE HELP YOU TO GROW YOUR WEALTH
well-researched advice tailored to client’s needs and preferences, without conflict of interest.