Devan King

Ikigai Wealth

Bronze
10 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 10
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Postgraduate Diploma of Financial Planning
  • Language spoken
    • English

Ikigai Wealth

45 Evans St
Balmain, NSW 2041

Licensed by

Synchron Advice Pty Ltd

AFSL 243313