Aime Berg

I am a passionate financial adviser focused on building and maintaining authentic relationships with clients and assisting them to achieve their lifestyle goals through financial planning - I love to delve into a client's experiences with money across their lifetime to identify patterns and behaviours and truly understand their value set, to ensure our strategic planning aligns with what matters most.

I work with clients to identify their goals, devising proven strategies and tactics to realise their short, medium and long-term financial and lifestyle objectives. I work with all clients – Mums and Dads, salaried employees, business owners, couples, farm gate and high net worth, providing holistic advice solutions across all areas of financial planning, deriving great pleasure from assisting others to forge a pathway to their future, whatever it may be.

I hold a Bachelor of Commerce with majors in Finance and Financial Planning which was completed in 2009 and recently attained my accreditation as an SMSF Specialist Adviser from the SMSF Association. I have a passion for money coaching, helping to take my financial planning skills a level deeper when talking to clients about their experiences and resulting behaviours with money.

Outside of work I enjoy spending time with my husband Aidan and our three children creating memories and always having a laugh together. I love to travel and chase new experiences with friends and family. I enjoy reading and painting when I can find time for myself and have a passion for volunteering and helping others.