Jaime Donaldson
About Me
Hi there, I’m Jaime Donaldson, the owner of The Wealth Studio, a financial planning practise in Launceston.
I know how busy life can get. Career and families to juggle it’s easy to push money matters into the “I’ll get to it later basket”. But before you know it, a decade has slipped by.
I understand the fear of making the wrong financial move, especially when it comes to investing. Whether it’s property, shares or something else, that fear can be paralysing. But doing nothing or getting to it later can be just as costly. After working hard all your life, the last thing you want is to miss out on opportunities to save on tax or take unnecessary risks.
That’s where I come in, it’s totally normal for people to come to us initially feeling a bit nervous, but I promise after we chat and start planning together, you’ll feel more in control and confident about your financial plans.
Every person I meet has a different money story and I would love to explore yours with you.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 22 Years