Helen Russo

Encompass Wealth Financial Planning

Gold
25 Yrs Experience
Brisbane City, QLD 4000

My passion is to enrich your life and help you to live your best life. 

I work with individuals and families helping to gain clarity, vision about life, purpose and to determine best use of financial resources.  My guidance enables you to become financially well sorted, gain peace of mind and be in control, helping you to make confident and informed financial choices and live your life on purpose.

I have a specialty skill set and training which is beneficial to clients experiencing life transitions such as divorce, loss of a spouse, retirement, inheritance, sale of a business and financial windfall.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fee for value and service based individual circumstances, and client needs

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Encompass Wealth Financial Planning

Level 23, 215 Adelaide St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fitzpatricks Private Wealth

AFSL 247429