VTA Financial Planning
VTA Financial Planning
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Personal, practical financial planning made simple.

Personal, practical financial planning made simple.Personal, practical financial planning made simple.Personal, practical financial planning made simple.Personal, practical financial planning made simple.

Tailored advice, helping you make informed decisions about retirement, wealth, or protecting your future. 

Book a Free Consultation

Personal, practical financial planning made simple.

Personal, practical financial planning made simple.Personal, practical financial planning made simple.Personal, practical financial planning made simple.Personal, practical financial planning made simple.

Tailored advice, helping you make informed decisions about retirement, wealth, or protecting your future. 

Book a Free Consultation

About Us

How we can help

Areas of expertise

Areas of expertise

Financial planning is not just about numbers; it’s about helping you make sound, 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.

Learn more

Areas of expertise

Areas of expertise

Areas of expertise

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.


Explore our services

Why VTA?

Areas of expertise

Why VTA?

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.


About VTA

Advice without the agenda

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.

Qualifications that count

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.

Support that lasts

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.

We’re ready when you are. Let’s start with a conversation

Get in contact

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