About Me

I have over 25 years experience in providing advice in:1. Cashflow management (budgeting).2. Debt management (mortgages).3. Estate planning.4. Investments (direct shares, managed funds, exchanged traded funds, listed investment companies and property).5. Retirement planning (ensuring you have sufficient assets in retirement).6. Risk management (death cover, total and permanent disability, trauma cover and income protection).7. Superannuation (both managed and self managed super funds).8. Social Security (centrelink).