Stephanie Stafford

I'm on the frontier at TikTok spreading financial literacy to all the land! @HealthandWealthSteph

Hey there! I'm Stephanie Stafford, and I'm a Financial Planner with 10 years of industry experience. I specialise in holistic financial planning, which means I look at the big picture to help you achieve your financial goals. 📈

I hold a Master of Financial Planning, and my areas of expertise include direct equities, Self-Managed Super Funds (SMSF), and aged care planning. Whether you're looking to invest in the stock market, manage your retirement funds, or plan for aged care, I've got you covered. 💼

On a personal note, I'm a mum to a toddler, so I know firsthand the importance of balancing family and finances. This experience fuels my passion for helping others find financial security and peace of mind. 👶

I believe in creating personalised financial plans that not only address your immediate needs but also set you up for future success. My mission is to optimise your finances so you can reach your goals and even go beyond them. 🌟

Thank you for taking the time to get to know me a bit better. I look forward to working with you and helping you achieve your financial dreams! 💪

Feel free to reach out if you have any questions or if you're ready to start planning for your future. Let's make your financial goals a reality together! 😊