Julian McGoldrick

Heathmont Financial Services Pty Ltd

5.00
2 Reviews
Bronze
23 Yrs Experience
North Sydney, NSW 2060

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When it comes to helping people manage their money and enjoy every dollar possible, I have a wealth of knowledge and experience.

It is my mission to ensure that no matter what change takes place in your life or the big bad world, I always want you to be in control and to live life without limitation.

I genuinely care about people and make a living out of helping provide you with realistic options for a happy life and to navigate the unsuspecting landmines that get in the way. Through personal experience, I have learned how easily you can lose everything you've worked so hard to build, and I wish to prevent others from experiencing the same.

My role as an adviser is to level the playing field and protect the interests of my clients who may not have the skill-set, objectivity or the experience to make wise financial decisions.

I understand investor mindset, the relationship and the emotional connection that can work to your advantage when it comes to money. However, I also appreciate how it can be one of the biggest roadblocks.

I believe that changing peoples’ money mindset allows them to focus on what they really want from life, not just on how much money they do or don't have.

I believe some of the secrets to having more money are:

1\. Being grateful for what you do have

2\. Being as generous as you can to causes that touch your heart

I know this because I do it myself. I practice what I preach.

Money for me is not about buying a Ferrari (although I wouldn’t turn one down), it’s about genuinely influencing and helping people to shape events in their lives that create a better result than they could have achieved on their own.

I continually strive to be the best at what I do, this is the only way to genuinely help others in the pursuit of their happiness.

It’s never too late to stop procrastinating and start making wise, informed decisions so you can live your life according to your rules.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

Heathmont Financial Services Pty Ltd

Level 32, 101 Miller St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Knox Wealth Management Pty Ltd

AFSL 513763