Beware of the Granny Flat traps
Setting the scene Marilyn is 67 and has had enough of work. She has worked hard and raised two children on her own and she’s
Setting the scene Marilyn is 67 and has had enough of work. She has worked hard and raised two children on her own and she’s
With the Reserve Bank of Australia (RBA) raising the cash rate back in May for the first time since November 2010 – and more rises
You’ll have heard the old, almost grandmotherly adage that ‘every dollar counts’. But guess what – it’s true. Voluntary after tax super contributions (also called
Teaching good financial habits, such as saving and budgeting, is one of the best ways to prepare children to have a secure financial future. Helping
It’s devastating when a natural disaster destroys or damages your home. Finding out you don’t have enough insurance can add to your distress. Understanding what
While 2021-2022 may not have been a stellar year for the majority of investors, it’s worth remembering that the worst performing asset class one year
When you start a job, you can usually either choose a super fund or let your employer choose for you. Understanding the basics can help
As technology creeps further into our everyday lives, cybercriminals are taking advantage of the latest that technology has to offer and carrying out increasingly sophisticated
Here are five investing tips for those who are just beginning their investment journey. 1. Evaluate where you’re at financially Before beginning your investment journey,
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
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.