Securing your passwords online
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
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
If one of your goals is to buy your own home, then 2024 might just be your lucky year. It will see the launch of
Scammers are skilled at tricking you out of your money. Knowing the signs of a scam can help you identify when something doesn’t feel right.
Adding to your super You can boost your retirement savings by making voluntary super contributions, such as by: setting up a salary sacrifice arrangement with your employer
It’s challenging buying property. It’s tough scraping together a deposit, it’s not easy dragging yourself to one open-for-inspection after another (especially if you’ve been doing
Understanding your retirement income options How you organise your retirement income streams can make a huge difference to your quality of life. Here are some
Give me the main points The most important reason to consider taking out life insurance is to protect your family if you die or become
If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with
Bonds can provide a stable source of income and can protect the money you invest. They are considered less risky than growth assets like shares
Understanding financial health Financial health is an important part of our lives. When we take care of our financial health we can better manage financial
Can you imagine living mortgage-free? For many homeowners, mortgage repayments represent a large part of their salary and many years of hard work, with the
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.