First Home Owner Grant (FHOG) – the basics
What is the First Home Owner Grant? The FHOG was introduced by the Federal Government in 2000 to assist first home buyers with purchasing a
What is the First Home Owner Grant? The FHOG was introduced by the Federal Government in 2000 to assist first home buyers with purchasing a
1. Try a working bee What better excuse to have a barbecue than with a working bee? Get family, friends, neighbours and co-workers together to
If you are saving for a long-term goal, it can feel like you have to miss out on things such as travel to keep your
As a home owner with a mortgage, chances are you’ve heard of the term ‘refinancing’. Refinancing involves reviewing your current mortgage, and potentially swapping your
When you run your own business a good retirement plan can bring real peace of mind. Read more about your options – and why it’s
What’s a debt consolidation loan? A debt consolidation loan is a way to combine all your debts – credit card, personal loans, store card etc. – into
A mortgage is a long-term commitment, which many people enter with a ‘set and forget’ mentality. Most loans are around 30 years – during which
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
Spring is traditionally the hottest season for property, with buyers and sellers springing into action. There are more listings and more properties sold than any
Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances
When looking into the financial elements associated with planning for aged care, there is a lot of information out there which can be confusing. With
Level 1
376 Highett Rd
HIGHETT 3190
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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.