Self-managed super fund (SMSF)
A self-managed super fund (SMSF) is a private super fund that you manage yourself. SMSFs are different to industry and retail super funds. When you
A self-managed super fund (SMSF) is a private super fund that you manage yourself. SMSFs are different to industry and retail super funds. When you
Using a fundamental investing principle could help many Australians bring their retirement forward. It’s simple investing mathematics really. The more money you can save in
You can’t control what happens on financial markets. But you can control one factor to improve your returns. When it comes to investing, there are
Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan. Although
Cost of living pressures coupled with rate rises have made it more difficult to save for a home deposit and afford the lifestyle you’ve either
After accumulating superannuation savings over multiple decades, many retirees are fearful of spending too much. When it comes to life in retirement, many Australians are
Understanding your redundancy payout According to ASIC, a redundancy payout can be made up of any of the following: a severance payment an incentive payment a payment
Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the
We spend a lot of time online and don’t often think about the risks involved. Yet if we are not careful, we can make ourselves
The backstory To say that it’s been a challenging period for bond investors for the best part of a decade, is not an exaggeration. If
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.