Martine Egan
About Me
I have been an Authorised Financial Planner for 14 years and no plans to slow down. I will provide you with a rewarding and exciting experience by exploring your current situation and assisting you in discovering what is really important to you personally and financially. I will help to articulate short, medium and long-term goals that become the foundation of my advice. With an agreed ongoing service standard, we will work as a team to achieve the goals you set. I value a strong client/planner relationship.
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 14 Years
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Licensed By Clarity Financial Services Pty Ltd