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Stephanie Stafford

Future Proof Wealth

Bronze
2 Yrs Experience
Ballina, NSW 2478

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

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

We offer flat fees for service and the option to pay part of flat fee arrangements from insurance products where applicable.

At a glance

  • Adviser status Bronze
  • Years of experience 2
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Future Proof Wealth

Suite 1, 274 River St
Ballina, NSW 2478

Opening hours

  • 9:00am – 5:30pm Monday – Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306