About Me

Joanna enjoys getting to know her clients and helping them achieve their aspirations through holistic and tailored financial planning. She values empowering clients to make sound financial decisions which are in their best interests. Joanna believes in strategic financial planning that is reviewed and adjusted as life changes and that a well-designed financial plan, will stand the test of time. Joanna can provide financial advice in all or any of the following areas:> superannuation> retirement planning> wealth creation> investing and tax-effective strategies> regular savings> education funding> debt management> insurance> aged care (specialist adviser)> estate planning.