Michelle Jones

Michelle is passionate about helping her clients build wealth in the lead up and throughout retirement whilst also ensuring clients protect their most important asset, themselves. 

She enjoys assisting her clients reach their lifestyle and financial goals and believes that it is never too early or late to seek financial assistance.

Michelle provides general and personal advice to individual clients on all aspects of financial planning including superannuation, retirement strategies, investments, insurance, SMSF's and Aged Care.

Michelle can also provide guidance for Defence members approaching retirement (Military Super, DFRDB, CSC pensions etc) along with assisting with service pension and compensation payment considerations resulting from incapacity (Incap/SRDP etc) or Permanent Impairment.