What’s important to you as you get older?
The daily grind of a job working for an over-bearing boss, or is it a family or financial problem, a traumatic life-event, or the fear
The daily grind of a job working for an over-bearing boss, or is it a family or financial problem, a traumatic life-event, or the fear
If you’re finding it difficult to save a 20% home loan deposit, you might still be able to borrow by paying Lenders Mortgage Insurance. We’ll
Superannuation (or Super) is a percentage of your income put aside by your employer over your working life to help fund your retirement. It’s a
Marketing campaigns, agent commission, taxes… there’s a lot to consider when it comes to the cost of selling your home. We’ve laid out the main expenses
Characteristics of goal-driven savers A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change over time, and it may
The use of trusts by Australians to hold different assets, including investments in exchange traded funds (ETFs), managed funds, and direct shares, continues to grow.
There’s good news for first home buyers. The First Home Super Saver (FHSS) scheme which allows you to save for your deposit in your super
Review your investments regularly to make sure you’re on track to reach your financial goals and you’re comfortable with the investment risks. Find out how
A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so contact your
Find out how to save money every day and make a savings plan to stay on track. Separate and automate your savings An online savings account is
Navigating the aged care system can be complex, so it’s best to plan ahead. Plan ahead for aged care Our ability to live independently can
What are interest rates? The interest rate is the amount a borrower pays for borrowing money from a lender, which is why it’s often referred
Level 1
376 Highett Rd
HIGHETT 3190
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
CFP® Dip FP
Authorised Representative 298494
Interprac Financial Planning Pty Ltd
I have worked in the financial services industry since 1982 and as a Financial Adviser since 1999.
I have worked for large Financial Planning businesses, Membership based organisations and looked after the financial planning needs of clients within an Accounting Practice before starting my own business.
I am married, have 4 older children and a grandson and I am keen golfer with mixed results like many .
I have been through many of the strategies I talk with clients about myself and with my family.
I have been through the journey of seeing my parents move into Aged care and negotiated the difficulties and pitfalls of understanding the system for them and this gives me an excellent insight into what is required to assist families at this difficult time.
In a previous roll I used to run retirement seminars looking at Centrelink and Retirement Incomes and how to make these work for you. I have helped many of my clients with Aged Care advice when their parents needed to move into Nursing Homes. For many clients I assist them with superannuation, building wealth and protecting their loved ones with insurance.
I am supported by his, Licensee, Interprac Financial Planning’s in-house resources and ongoing technical, systems and training.
I am committed to understanding your needs and identifying strategies and products to help you achieve your goals.
My guiding principle as an Adviser is to design plans which help to provide my clients with clarity of purpose and the opportunity to build a solid financial foundation.
I will take the time to listen, explain things clearly and keep you informed throughout the advice process.
My experience is complemented by professional qualifications including:
At Choice Financial Advice we work with you along the way on life’s journey.
Whether you are getting married, starting a family, embarking on the trip of a lifetime, planning to enjoy your years after work or assisting elderly parents with Aged Care and Nursing Home placements, we can help.