Let us work together through your retirement journey and beyond.
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Our service offering.
Is all about you to ensure outcomes are modelled on your unique set of circumstances, whether they be financial or not.
Understanding what motivates you, what keeps you awake at night, what you wish to achieve now, what you wish to achieve in the future, so we can work on bite sized goals. Armed with this information, you are well equipped to consider everything more logically, not emotionally, allowing you to make conscious financial decisions.
My specialist areas of focus?
"When should I retire ?", "I'm about to retire", What now ? "Will I have enough money to live off once retired ?", "What should I do if I need some assistance around the home”, "Should I consider downsizing”, "How do I know what my Centrelink entitlements are ?", "I'm needing to move into aged care and worried about the costs".
These are all retirement strategies to ensure you enjoy a comfortable lifestyle throughout your retirement. By engaging us regularly, we can work with you along the way to reduce or mitigate any obstacles that may get in the way.
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Why did I become a financial adviser?
After meeting with a financial adviser in my late 30's, both my husband and I left feeling overwhelmed and annoyed as we were told what we should do, we were not listened to, and our opinions weren't considered. This made me determined to become a financial adviser so I could make a real difference in people's lives.
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