I am a passionate and driven Financial Adviser motivated not only to create wealth for my clients, but also protect their legacy for the benefit of subsequent generations.
Having seen firsthand the devastation early or unexpected events can have on economic well being, I have made it my life’s mission to lead my clients and their families with solid, easy to follow pathways to achieve financial freedom.
It is this empathy and ability to relate to clients that is central to my ability to design customised strategies that deliver positive outcomes across generations.
My specific areas of specialty include:
- Wealth creation
- Risk management
- Insurance protection
- Estate planning
- Business Succession
- Investment management
I believe education is key in achieving total financial freedom and am at my best when engaging with clients to understand their needs and ambitions, assisting them to identify and navigate towards milestones crucial to achieving their financial goals both in the short and long-term.
Blake is an exceptionally professional and friendly financial adviser. I was searching for a new financial adviser and decided to contact Blake to discuss my retirement plan. Blake is able to articulate concepts in a very clear way. Moreover, Blake is patient and takes the time to listen to my concerns and questions. I feel very confident in Blake's technical knowledge and overall service.
As a new client of Blake's, I am very impressed with his knowledge and professionalism. I am confident in his advice and would recommend him as an adviser. Blake is always prompt in responding to my queries.
Blake delivered fantastic engagement, making himself available when we requested and offering insight and knowledge when we needed it. Blake was able to quickly and competently provide us with the advice we required in the areas of insurance and estate planning that we had been putting off for far too long, would highly recommend.
Blake has given me advice on a number of different areas. He is knowledgeable and keeps up with the new laws and legislation that are being introduced. He is professional and clear and responds in a prompt manner.
We have just started using Blake as our financial advisor but have been comfortable with his knowledge and commitment to date. We have decided to continue using the financial plan he has developed for us as we move towards retirement.
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2014
- Years of experience 8
- Certified Financial Planner (CFP)
Financial Decisions Pty LtdSuite 10 Level 3 Gateway Building, 1 Mona Vale Rd
Mona Vale, NSW 2103
- 9:00am – 5:00pm Monday – Friday
Financial Decisions Pty Ltd