Naomi Horobin CFP®

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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Independent Financial Advisers Australia Pty Ltd
CERTIFIED FINANCIAL PLANNER®