I set out to deliver a clearer sense of direction & peace of mind to my clients.
I love helping people work out their right mix of investments, strategies, entitlements and cashflows so they have the retirement they want, when they want it.,
I can help you learn to see the big picture and rest easier knowing you are in safe hands and a plan is in place for you, that ultimately accounts for all the things that may happen during a happy retirement.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch1. Complimentary discussion to assess whether you need personal financial advice or just financial education.
2. Financial advice plan fees ranging between $4,400 for a normal plan to $12,000 for a highly complex situation.
3. Implementation fees may be charged for complicated setups.
4. Ongoing advice requiring annual agreement fees range from $2,800 to $16,000 dependant on complexity and funds managed.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 19
- First year providing advice 2004
- Years of experience 21
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Highest qualification
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Lifelong Wealth Holdings Pty Ltd
9 Bald Hills RdBald Hills, QLD 4036
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429
