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
- 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
Rachael was compassionate, giving clear advice. She went out of her way to satisfy my needs and to point me in the right direction. A sound communicator.
I met with Rachael because I am concerned about how my financial future is looking and that I have very little to play with. Rachael was super supportive and provided advice on options that are available to me to improve my position now (mortgage) and in retirement. I feel much more in control and capable of making changes.
I enjoyed spending time with Rachel and her providing some assistance with where to go with my financial path.
Despite being first timers to a financial planning service, Rachael was able to patiently explain how different strategy's worked and then tailor a plan specifically to suit our requirements. This was done in an informative and no pressure manner, with Rachael at all times answering our concerns and newbie questions with a prompt, friendly and non condescending knowledge. I feel very confident going forward , that with Rachael's strategy our finacial future is in a safe and prosperous state. Three cheers.
Rachael was fantastic in giving salary sacrifice advice. This allowed me to consider strong financial options in relation to being a 'first home buyer' and a pathway to creating a deposit for a house.
- Adviser status Silver
- Number of reviews 12
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
Consortium Private Wealth24A Darlot Street
Horsham, VIC 3400
Consortium Private Wealth