My mission is to provide personalised advice in a caring and stress free environment, where people feel welcome and comfortable to work together on a financial solution for all stages of life.
The aged care system is very complicated, my aim is to help families with the conversations around aged care options and to work with them in finding an effective solution that suits their goals and finances.
Karen help me compile and arrange my elderly mother estate, and assisted me getting her settled into aged care. We are so happy with the service and highly recommend Karen, we are also meeting with her to put together our own finances and retirement planning.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2008
- Years of experience 14
- Certified Practicing Accountant (CPA)
Powe Financial Advice Pty LtdLevel 1, 63 Gymea Bay Road
Gymea, NSW 2227
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Alliance Wealth Pty Ltd