Financial planning is not just about numbers; it’s about helping you make good, well-informed decisions you feel clear and confident about. My role is to simplify the process, educate, offer support and guidance, and help you put the right strategies in place to build long-term financial security.
From superannuation and retirement planning to tax strategies, estate planning, and insurance and aged care advice, you’ll find services built to give you structure and clarity. It’s about having the right plan in place so you can move forward with peace of mind.
When it comes to financial advice, independence matters. There are no
commissions or product-based fees, kickbacks or incentives which can influence your advice; just clear, unbiased and objective advice which is built around your best interests.
VTA is fully independent, with no commissions, product push, or asset-based fees. That means every recommendation has one goal: what’s right for you. You’ll receive honest, objective advice without hidden motives or fine print.
With professional credentials including CFP® and LRS®, as well as being an Accredited Aged Care Professional, VTA offers recognised expertise in superannuation, insurance, estate planning, and aged care advice.
This means your advice is grounded in ethics, technical knowledge, and a genuine focus on long-term financial well-being for whatever stage in life.
Financial planning isn’t just a once-off meeting. You’ll receive regular check-ins, clear answers, and ongoing support whether you're adjusting to life changes or just want to know you're still on track. It’s a relationship built on trust, not transactions.