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.

Fishing Village