Areas of expertise
When it comes to financial planning, it’s not about selling products or chasing trends. It’s about understanding your situation, listening carefully, and providing advice that puts you first.
As an independent adviser, I’m not aligned with institutions or products, so my recommendations are based purely on what’s right for you.
With specialist expertise in superannuation, retirement planning, insurance, strategies to maximise your wealth and aged care advice, every service is designed to help you gain clarity, protect what matters, and confidently move forward.
Let’s break it down.
Financial Planning Services
- Superannuation: Make your super work harder and align it with your future goals. Take advantage of concessions made available to you.
- Self-managed super funds: Guidance on managing your fund, with clarity around your obligations.
- Pre-retirement and retirement planning: Prepare with confidence and structure for a secure retirement.
- Centrelink: Navigate entitlements and benefits to ensure you receive what you’re eligible for.
- Estate planning: Protect your assets and make sure your wishes are fulfilled.
- Wealth creation and Maintenance: Product and investment recommendations through either a ‘Tailored’ investment portfolio or a hassle-free ‘PreMixed’ option offered through your Industry Super Fund.
Protection and insurance advice
- Life, TPD, trauma and income protection: Insurance solutions built around your actual needs, not commissions.
- Estate planning: Advice to help structure your finances with long-term clarity and care.
Wealth Creation and Maintenance
- Tax minimisation strategies: Reduce unnecessary tax and keep more of what you earn.
- Investment advice: Make informed decisions with guidance that reflects your goals and risk appetite.
- Investment strategies: A long-term approach to building and managing wealth on your terms.