Naomi Horobin CFP®
About Me
My focus is to listen, which enables me to provide quality holistic easy-to-understand advice to my clients that helps bring their lifestyle goals to life by enhancing their overall financial confidence and position. As a practicing member of the FAAA and Profession of Independent Financial Advisers (PIFA), I provide financial advice solutions to a individuals, bringing together strategies to assist with:
– cashflow management and budgeting;
– wealth creation;
– superannuation advice;
– retirement planning and income streams;
– Centrelink and DVA;
– estate planning;
and– asset and Lifestyle protection.
I enjoying working through the financial puzzle of client's lives.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 24 Years
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Licensed By Independent Financial Advisers Australia Pty Ltd