I am an Age Care Specialist Financial Adviser and Inheritance Planner.
My passion is to help people to find and fund aged care, and plan for their wishes down the line.
I bring a soft touch and a sharp mind to solving aged care and inheritance planning questions and providing reassurance about which strategies and investments bring about the best outcomes for my clients and their beneficiaries.
Don't let my young face fool you, I've been in the financial planning world for a decade.
- Moving into an age care facility
- Moving into assisted living
- Moving into a retirement village
- Receiving in home care
- Succession planning (leaving and receiving inheritances)
A Central Coast/Lake Macquarie local.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe offer flat fees for service and the option to pay part of flat fee arrangements from insurance products where applicable.
At a glance
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Adviser status
Bronze
- Years of experience 1
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Goal Financial Services Pty Ltd
Suite 4, Level 1, 64 Talavera RdMacquarie Park, NSW 2113 Suite 3 Shop 4, 567 Freemans Dr
Cooranbong, NSW 2265
Opening hours
- 9:00am – 5:30pm Monday – Saturday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135