I have been assisting clients with their planning for the last 15 years.
I believe that your values, and the goals linked to those values, should drive your planning. Hence, when you work with us, we spend the necessary time with you to understand which values and goals will drive your planning.
Once we know what is important to you and what you are trying to achieve, we assist you with a financial and life roadmap, which consists of the strategies and the steps to get you to where you want to be.
Our process is not a one-off event, but rather a journey we undertake with you.
Very friendly, helpful, attentive and a clear communicator. Answered all the questions, listened well and was never in a rush, always being careful to answer queries and give as much detail as possible.
My financial affairs were all over the show. Werner managed to pull everything together, I know understand where I am heading with my finances
I had some issues with my debt levels. Werner assisted me with creating positive cash flow and saving for a deposit for a house purchase. He managed to get me financially well organized.
Werner took the time to understand my life and what was important to me. I did not really have any direction with my finances, Werner guided me towards understanding what I wanted to achieve financially
Werner really took care of my financial needs. I felt anxious before meeting Werner, but after he took me through his process, I felt totally in control
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2004
- Years of experience 19
- Diploma of Financial Planning (1-8)
Financial Purpose Wealth PTY LTD49 King William St
Greenwich, NSW 2065
- 8:00am – 6:00pm Monday – Friday
Spark Advisors Australia