About Me

We specialise in bespoke strategies that range right through to asset protection strategies for Intergenational wealth transfer. We can help people with salary packaging enquiries as well as persional insurances. Above all, we are interested in you, the person, and your emotional journey through change.

Areas of Focus

  • Aged care
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By Hillross Financial Services Limited
  • Advice fees
    Advice Fees From $3,300
CERTIFIED FINANCIAL PLANNER®