About us

 

As a financial planner with 32 years experience, my sole aim is my client's financial and well being.

I specialise in maximising commonwealth government payments including pensions and allowances and looking after clients redundancies and minimising tax through allocated pension and investment funds.

If you require assistance with your financial situation, then please contact me.

Advice we specialise in
  • Retirement planning
  • Financial planning
  • Small business advice
  • Investment planning
  • Superannuation
  • Estate planning

Financial Services and Credit Guide/ Financial Services Guide

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Disclaimer:

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.