Jack McNamara CFP®
About Me
I am a Financial Planner who is passionate about enabling clients to make informed decisions. Based in Geelong, I work for West Carr & Harvey Financial Planning. My approach to clients is to keep investment and financial strategies as simple as possible, while providing the best options for your circumstances. Our initial process includes a series of exploratory meetings to get a clear understanding of your goals and then provide a summary of how this may be achieved, so that you can make an educated decision. This process is obligation and cost free.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Years of Experience 9 Years
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Licensed By Personal Financial Services Ltd
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Advice Fees From $4,400