The ‘how to’ for buying property
Buying a home is one of the biggest financial decisions you will make. Once the inspections are complete and you’re ready to proceed to purchase,
Buying a home is one of the biggest financial decisions you will make. Once the inspections are complete and you’re ready to proceed to purchase,
It is a special feeling to welcome a new child or grandchild into the world and watch them grow. Sharing their joy as they reach
The thought of retirement is an enticing one for many of us. Imagine throwing off the shackles of the workforce and being able to do
Did you know it’s likely you’ll spend up to two decades or more in retirement? It’s a long time, so will you be able to afford
Everyone loves a bargain, but as cost-of-living increases continue to put pressure on budgets, tracking down a freebie or two can also take some pressure
The ranks of young Australian investors have swelled over the last two years. And many have very different investment objectives and strategies to older investors.
Buying a house is an exciting time. These steps will smooth your way through the house buying process. 1. Save for a house deposit The
Giving Australians better access to high-quality and more affordable financial advice is imperative. One of the fundamental principles for achieving long-term investment success is planning.
Hedge funds use investment strategies that are more complex than other managed funds. Many aim for positive or less volatile returns, in both rising and
Use the new First Home Super Saver Scheme (FHSS) to save your first home deposit faster If you’re saving for a deposit on your first
When life tosses up an unexpected event – such as retrenchment, a medical emergency or even just a big bill to fix the car –
Bonds can play an important role in investment portfolios, but what exactly are they, what are their benefits, and how do you invest in them?
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.