About Me

As a representative of Hughes Forbes Financial Services I am responsible to look after client needs and providing advice as required.

The role of a Financial Adviser can be very diverse, including:
- Investment Advice, Australian Shares, Employee Share Schemes, International Securities, direct property investing, ETFs/Managed Accounts and many more.
- Investment Structure Advice, including Superannuation, Trusts, Companies and personally.
- Specialised in direct investing and the benefits of your own Self-Managed Superannuation Fund.
- Cashflow advice, analysing the after tax income and expenses to make informed decisions on all financial matters
- Risk Insurance advice to ensure we don't just grow wealth but protect it and our families in difficult situations of sickness or injury.
- Retirement Planning, how to prepare for it and ensuring finances are well structured for this phase in life.
- Centrelink matters including Age Pension, Job Seeker, Disability Support, pensioners concession cards and many more.
- Aged Care analysis.
- Estate Planning, ensuring wealth is passed on to future generations as desired.

In brief, as a financial adviser we have to be across many different areas of financial wellbeing.

If you have any concerns about your finances, speak to an adviser to help you make informed decisions.