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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

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 4.85
  • 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

Licensed by

Fitzpatricks Private Wealth

AFSL 247429

4.85
9 Reviews
5
4
3
2
1
4.85
Clear communication
5.00
Knowledge & expertise
4.70
Customer care
4.85
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Helen has been our financial advisor for over 10 years. She is a very caring and skilled professional and we feel very fortunate to have such a wonderful financial planner guiding and supporting our financial life."

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Helen is a caring and thoughtful adviser. Helen takes time to explain all of the facets around my financial planning requirements. I would recommend Helen to anybody looking for an honest and qualified adviser."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am extremely happy with the financial advice Helen gives me. Always so positive."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Helen has provided and supported me with invaluable information in a highly professional and caring manner. This has helped me to develop a plan for savings and retirement. Greatly appreciated."

  • Superannuation
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Takes a very personal and caring approach to addressing matters"

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Helen is easy to talk to and explains everything very well. She even keeps my husband happy with her explanations."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"An extremely helpful, friendly and competent person. Highly recommended!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Helen has made an enormous difference to our lives - she is approachable and knowledgeable, which, in turn, assists us to realise our financial goals."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Helen is very informative, honest and constructive , nothing is too much trouble and always caring. She actively pursues all avenues to produce the best outcome for us."

  • Government Assistance
  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2012

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2015

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Australian Association of Collaborative Professionals (AACP)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Tax Practitioners Board (TPB)

Membership type
Member
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