What services do I provide?
- Financial coaching & accountability
- Create & implement a personalised financial plan
- Mortgage broking
- Personal protection advice (life insurance)
- Superannuation review and management (inc self managed super)
- Investment management and advice
- Minimise tax
We’d be a great match if:
- You don’t take yourself too seriously
- You’re committed to taking action and making progress
- You’re comfortable with technology (emails, sms & online forms)
- Family is important to you
- You believe financial success doesn’t equal happiness, yet both is possible
- You believe your success is your responsibility
- Personal development/growth is important to you
We wouldn’t work so well together if you:
- Are set in your ways and unwilling to change
- Find yourself blaming others for your situation
- Want me to give you the next hot investment or chasing returns
- Prefer documents to be printed and mailed to you
- Determine the worth of a service only on cost and not the value receive
- Never say ‘please’ and ‘thank you’ to wait staff at a café
