James Bonamy CFP®

James Bonamy CFP®

About Me

Being a financial adviser allows me to convert my passion for all things finance and economics into helping people live a better life.

Giving advice for over 20 years, also means I have seen it all. Not just how investments and strategies move and evolve, but how people feel and the impact of not only the good times, like great gains in shares and property markets, but tough times like the GFC. It means I know and see the rewards of solving problems, having solid strategies, and what leads to results. It is also why I know how important it is to keep my clients informed, have open discussions, and truly understand what money means to them.

My goal is to give you contentment on your financial life.

When I am not at work, it’s often time spent looking for ways to enjoy the sunshine with the family. We love the chance to get away for the weekend in the caravan.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Australian Executor Trustees Limited
CERTIFIED FINANCIAL PLANNER®