Rachael Todman

As a financial adviser, one of the things I appreciate the most is the opportunity to help people from all different backgrounds that have a broad range of financial goals and circumstances. Some are focused on wealth creation, while others just want to live comfortably and make the most of what they have. Neither approach is right or wrong, and it’s up to the individual to decide what works for them.

For me, a successful financial plan is about finding balance and creating a journey that aligns with your values and goals. It's not just about crunching numbers; it's about helping you discover what you want to achieve both now and in the future.

Money doesn’t always have to be overwhelming and complicated. My personal journey and professional knowledge has made me determined to simplify finances. It’s important to me to provide education that empowers others to feel self-assured and motivated in pursuing their own version of a fulfilling life.

At the end of the day, I’m here to help you feel in control of the important financial stuff, so that you can focus on enjoying the fun stuff!

ASIC Authorised Representative No. 1270413

Authorised in:

• Superannuation
• Pensions and Annuities
• Self-Managed Superannuation Funds
• Cash and Term Deposits
• Managed Investments
• Listed Securities (shares and other products)
• Investment Bonds
• Life Insurance
• Centrelink/Veterans Affairs Assistance
• Budgeting and Cashflow Management
• Debt Management
• Tax (Financial) Advice