James Tarawhiti

About Me

I enjoy working with clients to help them meet their financial goals.
I am passionate about improving the well being of my clients, their families and the wider community by increasing their personal wealth and financial literacy.
I have over 16 years experience in financial planning working with clients in the Northern Beaches and Central Coast.

Areas of Focus

  • Aged care
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Count Financial Limited