Over the last 34 years I have assisted my clients to work towards and realise their dreams. I feel I have the experience to help them through each stage of their lives. I still feel as passionate about helping my clients as I did 34 years ago, but now I have more wisdom and the grey hair to match!
Bill has guided me in retirement planning and how to best invest my assets to maximize income and minimize tax. Bill has done my advice for 27 years plus. I feel comfortable referring friends to Bill.
Bill is dependable and trustworthy and has looked after me for 5 years. I can sleep well at night knowing my financial future is secure.
I like the structure and process that Bill provides. He clarifies where we are now and where we will eventually be 6 months/6 years from now. He has a great reinforcement of economic principles.
When I started I had no savings or investments. Now I am more confident about life and my future as I am now in a better position financially and can sleep well at night.
Bill gives me the security which makes me feel that I have somebody who has my back and a trusted relationship.
- Adviser status Gold
- Number of reviews 148
- First year providing advice 1988
- Years of experience 34
- Advanced Diploma of Financial Services (Financial Planning)
Sydney Financial PlanningSuite 13, 201 New South Head Rd
Edgecliff, NSW 2027
- In person
- Video call
Charter Financial Planning