Investing for a house deposit
The surge in house prices around Australia over the last two years has done little to quell the notion that getting on the property ladder
The surge in house prices around Australia over the last two years has done little to quell the notion that getting on the property ladder
Is the key to saving a home deposit as simple as giving up ‘smashed avo’? Well not quite. But spending less does make a difference.
Starting a family, whether it be taking those first steps of planning or knowing your baby is on their way, is exciting – and expensive.
How to start the aged care assessment process, understand the difference between the ACAT and RAS assessment service, know what is involved in the aged
Lower tax on your investments can help you reach your financial goals sooner. But don’t choose an investment based on tax benefits alone. How investment
Why go through the worry (and expense) of moving when you can turn your current place into your dream home? While renovations aren’t always stress-free
It’s a phenomenon widely being described as “the Great Resignation”. With many countries now having removed the tight operating restrictions they imposed on businesses during
Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women
Being close to paying off your home loan is an enviable position. If you’re wondering what to do next, we discuss some benefits of investing further versus
If you’re already retired or on your way to retiring, have you been obsessively checking your portfolio balance and dreading the next piece of news
Many of us have seen our home’s value grow significantly over the last few years. This could mean that your equity is now large enough
What is Home Care? Home Care (also known as in-home care, community care, home help, home support and in-home nursing care) is the umbrella term
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.