James De Petra

Hello, my name is James De Petra and I am a financial planner with Equip and Catholic Super. I have been helping clients achieve their financial goals for over 11 years.

I believe that financial planning is not just about numbers, but about understanding your values, dreams, and aspirations. That’s why I take the time to listen to your unique situation, analyze your current and future needs, and create a customized plan that suits your lifestyle and preferences.

Whether you are looking for retirement planning, investment advice, tax strategies, estate planning, or any other aspect of financial planning, I have the expertise and resources to help you. I

My mission is to help you make smart financial decisions that will enhance your quality of life and give you peace of mind. I am committed to providing you with ongoing support and guidance, and to adjusting your plan as your circumstances change.

If you are interested in working with me, please contact me. I look forward to hearing from you soon.