Your key priorities when winding down your mortgage
Many of us make paying off our mortgage a priority. It’s the new Australian dream. But before making that last home loan repayment, use our checklist to
Many of us make paying off our mortgage a priority. It’s the new Australian dream. But before making that last home loan repayment, use our checklist to
Investors worldwide have been rattled by the heightened volatility on share markets over recent weeks. A combination of factors have largely been to blame, particularly
Consolidating your super means moving all your super into one account. It makes your super easier to manage, and saves on fees. Before you consolidate,
In life, many of us are totally at ease and comfortable talking to our family and friends about many topics. However, for whatever reason, there
Investment forecasts, just like weather forecasts are just that – projections of what might happen on the future, based on past patterns calculated alongside all
Investment properties can generate wealth or earn you a passive income – maybe both – but even in a booming market profit is never promised.
It’s easy to walk into debt, but so much harder to get out of it. You must own your mess and know that your financial
Investment returns are unpredictable. Take last year, for example. Few would have predicted that the price of coffee beans would outperform global share markets. But
Quarterly property update: November – January 2022 After a bumper year across the Australian property market – from the city to the regions – experts
The start of a new year is always a good time to check whether your insurance policies are still serving your needs. But this year
Just when you thought you had a grip on the superannuation rules, they change again. This time though, the changes are mostly positive, especially for
After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may
Level 1
376 Highett Rd
HIGHETT 3190
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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.