Amie Baker

Rekab Advice

Silver
13 Yrs Experience
Kensington, NSW 2033

My mission is to offer guidance and long term guidance to every client whilst seeing to it that the advice I offer ensures secured financial future. I aim to tackle one thing at a time, keeping financial planning simple and easy to understand - it does not have to be complicated nor expensive to get your financial goals on track and heading toward financial independence. I have been a been a Risk Specialist for 9 years and have assisted financial planning firms with their client’s insurance issues over the past 5 years. With my industry knowledge, and outstanding customer service skills you are in safe hands to sort out your and your families personal insurance and financial matters. In 2014 I opened up a service to help families stay on track with their finances with money management mentoring (keeping accountable to your budget) in order to save and plan for their future. I have now opened my business to full scope of financial advice. I am continue to study to keep up my knowledge and I have an extended team of professionals within the Aspire Wealth and Protection team who can also offer assistance where needed.

Expertise

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

Rekab Advice

10 Cottenham Ave
Kensington, NSW 2033

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifestyle Asset Management Pty Ltd

AFSL 288421