I help business owners and professionals make confident decisions about their money, build and manage their wealth, and protect the income that supports their lifestyle and future plans.
I specialise in Self-Managed Super Funds (SMSFs) and personalised investment strategies, including shares and property. This means I work with you to create an investment approach tailored to your goals, circumstances and preferred level of involvement.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe are a fee for service practice. We charge a flat fee for initial, ad hoc and ongoing services.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 2
- First year providing advice 2017
- Years of experience 9
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Highest qualifications
- Master of Business Administration
- Master of Business
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Languages spoken
- English
- French
- German
Shire Financial Planning
Unit 42, 10-18 Robertson StSutherland, NSW 2232
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892