I enjoy helping people accumulate wealth and achieve their retirement goals, but I particularly enjoy the retirement planning side of financial advice. That means helping clients make sense of the wealth and structures they’ve built over their working lives, including investments, superannuation, trusts and company structures, and then working out how best to transition those assets into retirement. My focus is on providing the income they need, minimising tax, accessing Centrelink entitlements where available, and making their money last as long as they need.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 31
- First year providing advice 2005
- Years of experience 21
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Goldsborough Financial Services
160 Greenhill RdParkside, SA 5063
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Goldsborough Financial Services
AFSL 225330