True financial peace of mind in pre-retirement isn't about generic advice; it's about precision execution. I work exclusively with successful professionals, business owners, and affluent pre-retirees to navigate the high-stakes complexities of structural wealth management, sophisticated superannuation strategies, and robust lifestyle protection.
My clients value proactive, premium service designed to ensure their wealth works as hard for them in the next chapter of life as they did to build it. Let’s connect to see how we can optimize your financial legacy.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchOur fee model is built on absolute transparency and value alignment. We provide fixed-fee strategic advice tailored specifically to the intricate needs of affluent pre-retirees and high-net-worth families.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 3
- First year providing advice 2007
- Years of experience 19
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Highest qualifications
- Bachelor of Commerce
- Bachelor of Engineering
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Language spoken
- English
Harvest Financial Advice
Level 1, 73 Russell StWest End, QLD 4101
Opening hours
- 8:30am – 5:00pm Monday – Friday
Licensed by
Lifespan Financial Planning
AFSL 229892