Ingrid Stoker

Principled Financial Planning

Gold

19 Yrs Experience

Barton, ACT 2600

About Ingrid
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Ingrid has been working in the financial services sector since 1996 and qualified as a financial planner in 2002. After almost 10 years as a senior planner with a well-respected firm in Canberra, Ingrid founded Principled Financial Planning in mid-2022 to reflect her vision of financial planning as a professional service based on mutual trust and respect - not product sales and funds under advice.

Ingrid isn't just a technical expert. She understands the connection between financial goals and personal goals and is committed to helping each client reach their vision of a Life Well Lived.

The strong, lasting client relationships built up over time make her a trusted adviser and the central point of contact for her client's financial needs.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Redundancy
Aged Care
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

We offer a transparent fee structure based on a 'fee for service' model. There are no asset-based fees - all fees are fixed amounts and will be discussed with you, and agreed to, before work commences.

> no asset-based fees

> privately owned business - no connection to product providers

5.00 January 2023

When Ingrid set up her own financial company, Principled Financial Planning, we moved across to her from a larger financial investment company. We are extremely happy with Ingrid and being part of a much smaller client base. The advice Ingrid provides to us heading into retirement is very sound, practical and in a language that we can understand. She is also easily contactable when additional guidance is required. Ingrid listens and provides a personal approach to our ever-changing situation in our time of life. We can honestly recommend Ingrid for those who would like sound and practical financial advice.

5.00 August 2022

Perfect. Need say no more.

5.00 April 2016

Ingrid is an extremely competent and empethatic person who has a genuine interest in the financial security of her clients. She is articulate, professional and takes her responsibility towards her clients very seriously. She is not motivated by financial gain. Her philosophy is that satisfied clients are her biggest asset as their satisfaction will grow her business. I am happy to recommend her to anyone looking for a financial advisor

5.00 April 2016

Ingrid has a wealth of knowledge in the financial world, and always puts her clients needs first. She is the first person I call to ensure I am making the right decision with money, and always there to assist with financial questions. Ingrid is detailed in her work and committed to understanding my goals before putting forward a plan and recommendation.

Adviser status Gold
Rating 5.00
Number of reviews 4
First year providing advice 2005
Years of experience 19
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English