Priscilla Osei-Ntim CFP®

Priscilla Osei-Ntim CFP®

About Me

I focus on providing tailored, goal-oriented advice and helping clients achieve financial autonomy.

With over 15 years of experience in financial services, I've worked across banking, industry superannuation, and wealth management (IMB, State Plus and Perpetual Wealth Management), supporting a broad range of clients, including those with more complex financial needs. This experience has shaped my strong, client-focused approach to delivering practical and effective solutions.

My expertise includes wealth management, cash flow strategies, personal insurance, superannuation, retirement and estate planning, aged care, and other lifestyle needs that arise as people age.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 8 Years
CERTIFIED FINANCIAL PLANNER®