I work with family groups to clarify why they do what they do, what's most important to them and what their ideal future looks like.
I provide insight into where they are today and the challenges they face, the different strategies that can support them to get to where they want to be, and connection to a network of professional advisers that can support them to get there.
We partner together to ensure the plan is implemented effectively, connect regularly so they remain on track with the plan as life changes and to support them with major decisions whilst project managing outcomes that are central to achieving the plan objectives.
Expertise
My fees
Our advice costs are based on the 3 key factors:
1. Complexity of the advice required
2. Implementation time and risk
3. Value of advice
We quote a fixed price fee for any work completed.
Initial advice fees start at $2,200 incl GST
Ongoing advice fees start at $350/mth incl GST
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 2
- First year providing advice 2017
- Years of experience 7
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Partnership Wealth
Level 15, 111 St Georges TerracePerth, WA 6000
Opening hours
- 8:00am – 2:00pm Friday
- 8:00am – 6:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Australian Fsl Pty Ltd
AFSL 528449