16 Reviews

James Meehan

Cashflow Financial Wealth

Silver

7 Yrs Experience

Sutherland, NSW 2232

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James has worked in the financial services industry since 2010, becoming an adviser in 2018.

As a financial planner, James works with his clients to help them articulate and develop their goals and assists them in implementing strategies to achieve these goals.

James has a passion for helping his clients to build, preserve and generate additional wealth in the most tax optimised way.

Superannuation
Managing Debt
Retirement & Pension
Redundancy
Aged Care
Cashflow & Income
Complex Investments
Borrowing
Tax Strategies
Growing Assets

Happy to sit down and have a discussion around how we can help you.

5.00 December 2024

James has been an excellent advisor, personable, knowledgeable, warm and always available. I am more than happy to recommend both James and Grange.

4.75 December 2024

James always gives us his full attention when we are meeting with him.

4.75 November 2024

James has a great understanding of how to structure finances to meet our goals and he can articulate the advice and reasons in laymen's terms so we can understand it.

5.00 November 2024

James has always been very approachable and goes out of his way to make life easier for me. I am confident that he is doing all he can to look after my finances.

5.00 November 2024

I always find James approachable always prompt in returning calls and answering any questions you might have. Very experienced and makes you feel quite at ease when communicating with him. Nothing is a problem for him as his advice is honest as he strives to do the best for you.