I’ve been a Financial Adviser since 2006. My love of the industry stems from an interest in finance, numbers and problem solving, combined with a natural willingness to assist people in reaching their financial and lifestyle goals. I really enjoy building long term relationships with my clients, learning about their aspirations and future plans, assisting them to set achievable goals in line with those aspirations, and seeing them attain those goals. I enjoy listening, facilitating, educating and imparting my financial knowledge to clients to give them a deeper understanding of their financial situation and therefore greater control.
I have worked with a wide range of clients including those looking to build their wealth, retirees looking to secure their finances after work, self employed clients and small and large business operators. Having experience across all facets of financial planning, I have a particular interest in income and asset protection and retirement planning, including self managed super funds. Being married with young children, I understand the importance of making sure your family is financially secure.
I charge fixed fees for advice. The fee will vary according to the advice requested. After our initial consultation, I will provide you with a quote relevant to the services agreed upon.
Jeff is a passionate man who cares about his clients and understands the resposibility he carries to ensure they are able to live the best lifestyle possible. He builds relationships and is a font of knowledge about the variety of products that are available and offers his clients options that they can consider. Jeff understands about the importance of investments and the many challenges that life offers us all. He is patient and caring and I have no hesitation in recocmending him to my family, friends and collegues.
Jeff has given me advice on my Cashflow and Income . He is always able to explain things in a clear way. I feel very confident that this advice was right for my needs. Although we were not working together during the Covid-19 isolation, I always received Jeff's full care and attention via phone calls and emails when I needed it.
I have know Jeff nearly 20 years and he has given me sound advice during this time. I like Jeff’s conservative guidance always endearing to maximise results. I have recommended Jeff to 2 work colleagues and would not hesitate to recommend him to family or friends for any financial advice.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2006
- Years of experience 17
- Advanced Diploma of Financial Services
Finlife302 Charman Rd
Cheltenham, VIC 3192
- 9:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd