James Sherwood
About Me
The past decade has been an astonishing time of global market and political change. It has been with great interest that I have gained my experience through these years. By partnering with clients and developing their long-term focus, I am passionate about identifying how to reduce debt, protect assets and accumulate wealth while maintaining lifestyle. The integral part for me is making sure that advice is constantly reviewed. This ensures that it aligns with a client’s ever changing circumstances and the economic influences surrounding them.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 9 Years
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Licensed By Futuro Financial Services Pty Ltd