Susan is dedicated to helping individuals and families achieve their financial goals and plan for a secure future. With over 20 years of experience in the financial services industry, Susan has developed a deep understanding of the challenges that clients face when it comes to managing their finances.
Susan takes a comprehensive approach to financial planning, working closely with clients to develop personalized strategies that are tailored to their unique needs and goals.
Whether clients are starting out, starting over, planning for retirement, saving for education, or looking to build wealth for the future, Susan provides expert guidance and support every step of the way.
In addition to her expertise in financial planning, Susan is committed to providing exceptional client service. She takes the time to listen to clients' concerns, answer their questions, and provide the information they need to make informed decisions about their finances.
Susan holds Masters in Financial Planning and is a member of the Financial Planning Association (FPA). She stays up-to-date on the latest developments in the financial services industry through a rigorous professional development each year.
When Susan is not working with clients, she enjoys spending time in nature, with the family or going to the movies. Whether it's hiking in the mountains or spending time with family and friends, Susan believes in living life to the fullest and helping clients do the same
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Susan and her team are very professional and explain all things financial in an easy to understand manner. I would recommend Pure Wealth Management for advice on all financial matters.
I still remember us walking out of Pure Wealth’s office some 15 years ago and feeling like the weight of the world had been lifted from our shoulders. Susan (and Brad) had implemented a plan that would assist us in paying off our mortgage and optimising our future retirement. We maintain 100% faith in Susan’s advice. Our plan has never involved unnecessary risk and has remained flexible enough to adapt to the changing needs of our family. Business aside, Susan is just a nice person and we have always felt comfortable in our communications with her.
We just couldn't do it without Susan and her team. They keep me informed, take the time to answer my questions and take an active interest in keeping us on track to a brighter financial future. Susan's knowledge and strategic abilities are second to none. A true leader in her field, and a pleasure to work with. Wont find better.
Susan and the team have been an absolute pleasure to do business with. Susan has always given us all available options, guided us with her expertise and her never-ending wealth of knowledge. We have always been made to feel that our goals are the priority and we are not just another client. My only regret is that we didn't get on board when we saw how successful she had been with our friends journey. We are just an average Jo Blow with no huge income. Not long now before our goal is reached! Thank you Susan.
Susan is extremely dedicated to us, her attention to detail is fantastic and her broad knowledge and experience coupled with excellent listening skills has guided my wife and I to a position that in a relatively short time ago seemed unrealistic and unachievable. The professionalism doesn’t stop there as we have asked questions with queries from and for our daughters and they were met with the same enthusiasm that Susan gives to us. We trust Susan emphatically and look forward to a long and mutually beneficial future. Get on board with Pure Wealth and more importantly with Susan. You really won’t regret it, I promise you.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2007
- Years of experience 16
- Master of Financial Planning
Pure Wealth ManagementSuite 6, 137 Brisbane Rd
Mooloolaba, QLD 4557
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Infocus Securities Australia Pty Ltd