My role here is to help our clients achieve their goals and become financially free. This involves doing the research and putting in place a plan to make sure our clients are on track to enjoy the life that they want and what is important to them. Anything from structuring their cash flow, investing, buying their first home and/or investment properties, looking into their superannuation, all the way to putting in place a plan to retire and enjoying retirement.
I focus on the short and long-term strategies to ensure clients are able to reach both their lifestyle and financial goals. I help make people aware of the options they have and the opportunities available – potentially saving them from making bad financial decisions. I help them explore, prioritise and give them the information to make decisions now and when life changes. I have been fortunate to be able to help so many families and people I consider as friends by being there to discuss options, life changes and share their success.
What Healthy, Wealthy and Happy means to you?
I personally believe in being happy means you are supported in all areas of your life. What this means to me is being fit, active and having great support both personally and in the office.
Knowing my own personal financial plan is working in the background gives me comfort so I can help focus on what I do best – helping others.
Having a great team with me and a plan to support my goals, I know I’ll be heathy, wealthy and happy.
• Bachelor of Commerce, Financial Planning
Memberships, accreditations and associations
• Member of the Financial Advice Association of Australia (FAAA)
• Corporate Representative No. 325313 of Australian Advice Network
• Sub-Authorised Representative No.1257045 of Evalesco Financial Services
Areas of expertise
• Financial education
• Investment Advice
• Retirement Planning
• Wealth Accumulation & Cashflow Management
• Financial Modelling & Projections
CLIENT SINCE 2015
CLIENT SINCE 2011
CLIENT SINCE 2018
TALK TO EVALESCO
The fees we charge for financial advice is only a fraction of the value we derive for our clients, meaning our clients are always better off after seeing us. Rarely do we encounter a new client invested appropriately for their needs, with adequate risk protection, structuring and estate planning provisions in place. Even small tweaks to a financial plan over a long period of time can result in drastically better outcomes for our clients which eclipses the fees of the financial advice. Additionally, you can opt-out of an ongoing fee arrangement at any time.
After our initial phone call to discuss why you are seeking a financial adviser, we arrange a discovery meeting that outlines what is important to you, your current position, our areas of advice, our approach. We then present a Statement of Advice (SoA) to discuss your goals and our recommendations and go through the steps of how to proceed to the implementation stage. After signing the SoA, we discuss your questions, get you to sign the authority to proceed and complete any application forms before implementing the recommendations detailed in the SoA.
In our discovery meeting with you our advisers discuss the initial advice fee and the ongoing fees associated with our services.
One thing to consider is the interest rate on your home loan in comparison to the rate of return on your super fund. Before making a decision, it’s also important to weigh up your stage in life, particularly your age and your appetite for risk. Whatever strategy you choose you’ll need to regularly review your options if you’re making regular voluntary super contributions or extra mortgage repayments. As bank interest rates move and markets fluctuate, the strategy you choose today may be different from the one that is right for you in the future
The amount of super you’ll need when you retire depends on your big costs in retirement and the lifestyle you want. The Associate of Superannuation Funds of Australia (ASFA) estimates for a single $44,224 a year and for couples $62,562 a year is how much you may need. This is only an indicator and our advisers assess everyone’s individual circumstances.
We know the impact of good holistic financial advice can make and we have the life experience, technical capability and quality support team that can make that difference for you. We’ve empowered over 1000 families through the delivery of great financial advice, to be healthy, wealthy and happy.
We believe the true value of financial advice isn’t found in dollars and cents (although this is important too!) but in the peace of mind a financial plan can provide. It’s knowing where you want to go and how to get there, with a dedicated team behind you every step of the way.