I help clients accumulate wealth to achieve their goals, transition into retirement and enjoy their retirement with their minds at ease. 

 

I advise on:

​

• Superannuation.

• Defined benefits including the PSS, CSS, MSBS, DFRDB, SASS and SSS.

• Self-managed superannuation funds (SMSFs).

• Investments.

• Tax planning. 

• Insurance.

• Estate planning.

• Social security.

• Financial modelling.

​

There is a range of options to access advice including through a partnership, on a project basis or via education meetings.