About Me

John provides wealth management advice for individuals, families and institutions

Specialising in tailoring investment solutions for individuals and families that may not have the time, resources, expertise and emotional discipline to make daily informed decisions themselves.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 19 Years
CERTIFIED FINANCIAL PLANNER®