Jane Mitchell
About Me
I help people make smart decisions with their money, especially professional women.
I am a Senior Financial Adviser who specialises in making the complex simple. I love to take the stress out of my client’s financial lives. I believe in helping people, especially women to secure their financial future by making the best financial decisions for their individual situation.
I love being a sounding board for my clients, being able to provide options, solutions and confidence that their money is working in the best way it can, now and in the future. My life and professional experience together with my technical skills enables me to provide the highest level of financial advice that is always in my client’s best interest.
Working with clients who are going through the Aged Care process, either for themselves, their spouse or their parent, is an emotional journey that I can help navigate families through, with care. I have special accreditations and experience in this area.
* Advice for Women
* Aged Care
* Investment Advice
* Superannuation and Retirement Planning
* Cashflow management
* Estate Planning
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 15 Years
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Licensed By Esencia Wealth Partners Pty Ltd