Sarah Broady CFP®
About Me
Sarah Broady is a specialist Retirement Adviser at The Retirement Advice Centre.
Her purpose is to ensure that clients have a better retirement having met her.
This is achieved through the implementation of a modern retirement planning focus. It aims to prepare people financially for virtually anything that may happen in retirement. We apply evidence-based strategies as the core philosophy for money management, so that client's superannuation and pension portfolios may deliver a predictable outcome with safe, reliable income streams.
The benefit for our clients are that they:-
1. Have comfort knowing how much income they can live upon and that it is regularly assessed,
2. Know how long their retirement savings will last with the use of our capital tracking system; and
3. The potential to provide financial support for their family today, fulfilling a 'living legacy'.
Relying upon the science and maths of retirement, she takes a product agnostic approach to advising her clients.
Sarah sees her role as more than a Retirement Adviser at times. Many times she is a counsellor, solution provider and trusted friend.
She enjoys the interaction with her Clients whether it be at face to face meetings, in our office or at their homes to online meetings or phone conversations.
She is often the go-to person for her Clients, as she guides her Clients on their financial life journey.
Her passion of ensuring her Clients legacy (both values and money) are embedded into the next generation of the Family that she cares for, gives comfort to the Client Families under her advice.
Sarah is a member of the FAAA and is a CFP.
Areas of Focus
- Aged care
- Divorce
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 20 Years
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Licensed By Millennium 3 Financial Services Pty Ltd