Jo Potts

As a financial adviser, I give people peace of mind they have made the right decisions with their money. I am passionate about providing advice to clients to give them choices in life, with the ultimate goal being to provide clients with financial freedom.

I truly understand my client's goal and objectives, and put in place a financial plan to ensure these goals are met. It is about providing the right advice at the right time, to maximise someone’s wealth over time while taking an acceptable amount of risk. Using investment and tax strategies, I provides clients with a road map for their financial future, so they can feel confident their financial goals will be achieved.

Over the long term, I work with clients to create and protect wealth. When it comes to creating wealth, there are three key areas I focus on:

• Using surplus cashflow to repay debt or to invest in assets
• Strategies to save tax
• Making sound investment decisions to ensure wealth grows over time at a pace faster than inflation

Once wealth is created and someone has retired, my job is to protect a client’s wealth and to ensure their income needs are met in retirement.

Generally, I provide advice on:

• Building wealth
• Strategic & tax advice
• Retirement planning
• Superannuation
• SMSF’s
• Investments
• Financial & cashflow modelling

Clients and Experience

• I have extensive experience in working with business owners and professionals who are approaching retirement or looking to accumulate wealth.
• Many of my clients are High net worth individuals and retirees who require help with their investments, superannuation and cashflow needs.
• I provides client peace of mind that all financial strategies are explored and implemented, and money is properly invested.

I truly believe anyone can benefit from receiving financial advice at each stage of their life. Also, people often need advice when they are going through a significant life event – be it divorce, receiving an inheritance, selling the family home or business – it is crucial to receive the right advice when these events occur.

Professional Background

I joined Findex in 2010 and have been helping clients since 2007 using a combination of technical and analytical skills developed through my wide experience and academic studies.

• Bachelor of Commerce with a major in Accounting and Finance, University of Wollongong
• Graduate Diploma of Applied Finance with a major in Financial Planning, Kaplan
• CERTIFIED FINANCIAL PLANNER®
• Member of the Financial Planning Association since 2010
• Tax (financial) adviser registered with the Tax Practitioner Board
• Board member of the Findex Investment Committee
• Treasurer and Board member for Ronald McDonald House Charity Sydney.

I am a working mum who enjoys spending time with my family on the weekend.