I am a partner (business owner) in a mid tier accounting firm specialising in strategic financial and wealth management/generation advice (including business valuations), particularly for company directors, SME owners and family businesses. I am known for my knowledge in Self Managed Superannuation establishment/advice and philanthropy structuring.
My team and I discover your goals and objectives, help you get your financial affairs in order, generate/manage your wealth and keep it structured.
The highest compliment we receive is a referral, our service ethos has meant we are a referral built business.
Bespoke, I tailor the fee structure to the client - I do not care how I am paid, as long as I am paid.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1996
- Years of experience 27
- Graduate Diploma of Applied Finance and Investment
- Certified Financial Planner (CFP)
Hlb Mann Judd - BrisbaneLevel 15, 66 Eagle Street
Brisbane, QLD 4000
- 8:00am – 5:00pm Monday – Friday
Hlb Mann Judd Wealth Pty Ltd