With a deep and holistic knowledge of financial planning strategies, I simplify the process for my clients, helping them to, one. take time to consider their goals and two. to become passionate and hands-on in actualising them.
Whether they are in the early stages of accumulating or are established and needing to wind down, having an experienced adviser on their side makes the navigation through complex and ever-changing financial regulations stress-free and easy.
I chose to pursue my career in advice following extensive periods as lead banker, client manager and para-planner. This inside understanding of the banking system and all financial planning departments has proven invaluable to clients, who appreciate the knowledge shared for each of their financial planning stages.
Backed by nearly twenty years in financial planning, I achieved the Fellow Chartered Financial Practitioner Qualification, and am also finalising the Masters of Financial Planning – providing solid business grounding, experience and invaluable technical aptitude.
In addition I was recently nominated for the AFA Female Excellence in Advice Award am a Justice of the Peace and am the President of the Newport Chamber of Commerce.
As a long-term strategic adviser I have a large network of lenders, solicitors, real estate agents, buyers agents and accountants I can depend upon to facilitate all aspects of the process and adds to the value I can deliver to clients.
When I help:
- Budget Planning and Saving
- Buying your First Home
- Getting Married or Divorced
- Starting a Family
- Wealth Creation and Protection
- Debt Repayment and Financial Freedom
- Enjoying a Comfortable Retirement
- Aged Care and Estate Planning
Holistic Advice Choices:
- Budget Planning
- Debt Management
- Saving and Investments
- Personal Insurances
- Margin Lending
- Self-Managed and Personal Superannuation Strategies
- Retirement Planning Projections and Actualisation
- Pre-Aged Care Strategies and Logistics
- Estate Planning Formation
My point-of-difference is experience, genuine compassion and a service-centred approach. Having built a solid reputation backed by my company’s philosophy of integrity, trust and compassion my goal is delivering peace of mind for my clients.
Fee for service is based on complexity of strategy advice, and in some cases can be charged via your existing or new product.
Noni and her team have been fantastic to work with, they have been very thorough in their research and development of personalised strategies to help our financial future. Professional, individualised service. I am looking forward to working with them for years to come and the financial security their services provide.
I highly recommend Noni and her team at Hello Wealth. When I first met Noni, I thought I was in a financial hole as I really hadn't taken the time to manage my finances and I was just operating day to day. Noni was very patient with me, she spent the time to understand my goals, reviewed all of my finances and put plans in place to move forward. Noni is easy to talk to and always willing to take the time to discuss my concerns and answer my questions.
My husband and I are very happy with Noni. She manages our super and the returns are fantastic. She is also a wealth of knowledge, easy to understand, able to explain things well and you can ask her anything and not feel silly. She makes sure we are comfortable with things and doesn't push us to do anything we don't want to. We'd recommend Noni to anyone looking for a financial planner or adviser.
Noni has taken care of our superannuation investments for the last several years and has given us excellent advice. She is very approachable, considerate and professional. We are confident that our investments are safe with her. Highly recommended.
Noni has been a breath of fresh air for helping our entire family. Noni's approach from the start is to listen to your objectives and then set strategy in place to achieve them. Noni gave us the tools to start saving money without a huge amount of work on our behalf. She was able to direct us in a fresh path, something we hadn't been shown with previous professionals.
- Adviser status Gold
- Number of reviews 40
- First year providing advice 2009
- Years of experience 13
- Advanced Diploma of Financial Services (Financial Planning)
Hello WealthLevel 1, 341 Barrenjoey Rd
Newport, NSW 2106
- 9:00am – 5:00pm Monday – Friday
Gps Wealth Ltd