About Me

We are passionate about helping our clients improve their financial well-being through wise and objective counsel. We help our clients implement and maintain customized plans that recognize their evolving financial needs, through one-on-one meetings, regular reviews, and ongoing personal advice.

We provide a wide range of holistic financial planning services including but not limited to,
• Retirement planning
• Wealth creation, Cash flow, debt evaluation, and recycling
• Tax-effective investment strategies
• Insurance review and recommendations
• Pension plan review and design recommendations
• Advice on estate planning strategies
• Tax effective Education funding strategies
• Evaluating and maximizing your Centre link benefits
• Business Succession Planning
• Workplace Financial Planning- Superannuation and insurance for employees

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Dja Capital Pty. Ltd.