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Sharon Greber CFP®

Fitzpatricks Private Wealth Pty Ltd 08 9091... Contact

About Me

Sharon Greber understands that in these times of adjustment and change, being financially well organised provides you with the flexibility to live a life of your choice with freedom and security. Impassioned to bring clarity and understanding to her clients, Sharon takes care of the details so you can achieve your ambitions and dreams, living your best and ideal life.

Sharon believes that great advice builds strong communities and so she works with individuals, families and entrepreneurs to build, preserve and protect wealth. By fostering long-term and trusted relationships, she partners with you to create tailored strategies that will suit your individual needs. Using her professional expertise, Sharon identifies effective solutions and provides guidance in decision making so that you have more time to spend on what is important to you.

Sharon takes a holistic look when considering your financial affairs and collaborates with other professionals where necessary to ensure that all your needs are addressed. Understanding how important work-life balance is, Sharon is driven to provide the right advice so you can achieve balance in your own life, confident that your finances are in order.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Fitzpatricks Private Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®