Traci Bartlett CFP®
About Me
Finding the right financial planner is about more than numbers. It's about finding someone you can trust with your future, and that's the relationship I aim to build with every client.
For me, financial planning is a partnership that lasts for years, walking alongside you through all of life's highs and lows, from buying a first home and raising a family to planning for retirement and everything in between. I'm here to be your trusted adviser at every stage.
With more than 30 years in the industry, there are few financial situations I haven't helped a client navigate. That experience brings a depth of wisdom, empathy and steadiness, so whatever you're facing, you don't have to face it alone.
As part of the Regional Prosperity team, I'm in our Warrnambool and Hamilton offices each week, and I'm always happy to travel to wherever suits you best.
If you're looking for a planner who'll genuinely listen and stay by your side for the long term, I'd love to have a chat.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Estate planning
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 32 Years
Hamilton, Vic 3300