Jarad Stirling CFP®
About Me
Jarad Stirling is a Certified Financial Planner with a Master of Applied Finance. I enjoy changing our clients' financial live. Jarad is the Principal Financial Consultant at Stirling Financial Consulting (SFC) Pty Ltd. SFC is a Wealth Management firm that takes a consultative approach with clients to help them achieve their goals. Stirling Financial Consultants provides more than just investment advice. We have found clients have a broad range of financial goals as well as diverse financial challenges. Common sense tells us such a broad range of issues requires a broad, comprehensive outlook. It is for this reason that most clients want their financial advisers to assist them with more than just investments. They want real wealth management, a complete approach to addressing their entire financial lives. This includes collaborating with other professionals to ensure their tax position is optimised or their estate planning objectives will be fulfilled. Our consultative wealth management process usually unfolds over a series of meetings to ensure our consultants have sufficient information to tailor a wealth management strategy to our clients particular requirements.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 20 Years
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Licensed By Stirling Advice Pty Ltd