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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.
Julian has given me advice in many, many areas including self managed super funds, complex issues surrounding aged care and retirement planning. He always explains things to me in a way which is simple and clear. If the issue is complex he will ensure he makes this information as clear and comprehensive as he can. I have never been left unknowing. He will always answer my questions thoroughly. If he does not know he will tell me but find the answer no matter how tricky this might be. I am regularly left feeling very comfortable and confident about my financial situation and circumstances. Julian has never not been there for me. I have proudly recommended him to many of my friends. It pleases me always to hear these friends have recommended their friends because they are so satisfied. They express their gratitude to me for the recommendation. Julian invests enormous time ensuring he is taking good care of me and my mother whose finances I also look after. He is great.
Julian has helped us over the 20 years and has maintained our pensions in a very effective way. He has become a trusted adviser and friend over this time, and we recommend Julian to retirees like us.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 1999
- Years of experience 24
- Diploma of Financial Planning (1-8)
Heathmont Financial Services Pty LtdLevel 32, 101 Miller St
North Sydney, NSW 2060
- 9:00am – 5:00pm Monday – Friday
Knox Wealth Management Pty Ltd