A bit about me professionally..
I started financial planning in 2007, but have worked in financial services since 1998.
I particularly enjoy working with clients in the pre-retirement phase – so if you’re planning to retire in the next five to 10 years, I’d love to help you get there.
Together, we can develop strategies to help build your super, eliminate any personal debt you may have, and importantly, start to think about what you would like your retirement to look like.
Then, once that retirement milestone is reached, we’ll keep working together to ensure your cashflow can provide you with the lifestyle you’ve been looking forward to enjoying.
Your retirement income may be generated from your personal investments, Centrelink benefits or a combination of both. And if you’re eligible for a Centrelink benefit (such as the Age Pension), I’m more than happy to assist you with this process, since it can be complicated and overwhelming. My aim is to make things simple and calm for you.
I can also assist clients who are interested in investing sustainably, as I understand that this is an important consideration for many clients; particularly now that more ESG investment opportunities are becoming available.
I would like to think that the two words my client would say best describe me are: compassionate and caring.
A bit about me personally…
I have two gorgeous young children, so much of my time away from the office is spent with them.
My hobbies include cooking delicious meals – especially when it’s with food I’ve grown in my own edible garden.
I’m also a keen photographer.
Michelle has been our advisor for a number of years and her advice has always answered our questions and concerns. She always gives us current advice either by e-mail or one on one whenever we request time with her.
Michelle has given my husband & I advice on Superannuation in retirement and investing our money to achieve our goals. We were very impressed with her knowledge and efficiency. We have every confidence in the information she gave us and would highly recommend her to any new clients.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2008
- Years of experience 15
- Bachelor of Commerce
Goldsborough Financial Services160 Greenhill Rd
Parkside, SA 5063
- 8:30am – 5:00pm Monday – Friday
Goldsborough Financial Services