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.
Fee for value and service based individual circumstances, and client needs
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.
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.
I am extremely happy with the financial advice Helen gives me. Always so positive.
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.
Takes a very personal and caring approach to addressing matters
- Adviser status Gold
- Number of reviews 9
- First year providing advice 1997
- Years of experience 25
- Master of Financial Planning
Encompass Wealth Financial PlanningLevel 23, 215 Adelaide St
Brisbane City, QLD 4000
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Fitzpatricks Private Wealth