Dip FS(FP) AFA
Accredited for: Financial Planning, Superannuation, Insurance, Margin Lending and Self-managed Superannuation Fund Advice.
My core objective when advising existing and new clients is to ensure my team and I are able to offer tangible value for the money clients spend on advice and that we have a realistic opportunity to create greater financial certainty for them.
The pages of this website are designed to give you an insight into why we work this way, what we do and how we do it. Importantly, we feel it is essential that we are able to work collaboratively with our clients and other important advisers such as Accountants, Lawyers and Mortgage Brokers, in all aspects of managing their financial affairs because no one person has all the right answers. This helps to ensure our advice is of a high standard and can deliver better financial outcomes than clients might otherwise enjoy.
My team and I take pride in helping our clients achieving greater financial certainty. I hope that what you have read whilst exploring our website encourages you to call us and make an appointment where we will share with you more about the kind of work we can do to create greater financial certainty in your life.
The friendly voice you most often encounter on the end of the phone, Deanne is our administration and office manager. She makes sure your financial plans are implemented with accuracy and efficiency. With an extensive background in business administration and customer service, Deanne ensures the smooth transition of client services offered by our firm. She is your "go to" person whenever you need help or assistance with the administration of your financial plans.
Research, Strategy & Management
B.Comm (major in Financial Planning)
Mark has been working in the practice since 2007. Mark is heavily involved in strategy construction, modelling and portfolio construction for our clients. His work in strategy construction and modelling allows us to evaluate if a strategy is likely to result in the achievement of client goals and helps us and you to visualise what your future may look like if implemented.
The construction of modelling and strategies allows us to determine the return that is required to achieve your goals.
The portfolios' we use are designed to target the required return, reduce risk and volatility, in order to meet your goals.