Devan King

Ikigai Wealth

Bronze
8 Yrs Experience
Balmain, NSW 2041

Financial Planning is about way more than just money. We specialise in Life Planning which is the human side of financial planning.

I will help you:

  • Uncover your money beliefs and determine which are limiting and which are empowering you.
  • Determine your deep motivators. These are the themes of your life you need to address and achieve in order to really feel happy and fulfilled.
  • Develop your life vision - What the life you really want to live, looks like.
  • Only then will we discuss your money.
  • We will develop detailed cash flow scenarios to determine the most appropriate cash flow to facilitate your life vision.
  • Your financial plan will then be developed to achieve this life vision.

This process ensures you are fully engaged with your money. Your goals really mean a lot to you on a depper level, they are not just superficial goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We are 100% fee based and will provide a quote based on the amount of work and time required to complete a clients project. Our initial discussion is free.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Ikigai Wealth

45 Evans St
Balmain, NSW 2041

Licensed by

Synchron Advice Pty Ltd

AFSL 243313