I am a Certified Financial Planner with a Bachelors degree in Commerce majoring in Finance graduating from Curtin University.
I am passionate about assisting my clients to better understand their financial affairs. I take the time to listen, and understand their true needs and desires.
Explaining complex strategies in simple to understand concepts is what I enjoy doing which ultimately empowers my clients to become more insightful investors.
Delivering financial peace of mind to my clients is my professional goal, and knowing their financial future is carefully managed to allow them to live the lifestyle they desire without financial worries is one of the reasons why I enjoy being a financial adviser.
We operate on fee for service for our investment advice. This ensures we are always acting in the best interest of our clients and are not influenced by commissions or rebates.
My partner and I have been with Janet for over 15 years. Janet has looked after us like she would look after a family member. Her honesty, integrity, knowledge and sound advice have been invaluable for us, and knowing that she has set us up for retirement puts our minds totally at ease. We have recommended Janet's services to our family members who have also been delighted with her professionalism, experience and wonderful demeanor.
I have been a client of Janet's for over 10 years now and have always been happy with her financial advice in terms of balancing my investments to provide ongoing security and returns. Her knowledge of investment managers and share/bond performances has always amazed me as has her ability to explain current and past market results and suggested portfolio changes. I have introduced my wife to Janet also and she too is very appreciative of Janet's service and advice in managing her investments. We look forward to our annual review meetings and know that we can call her at any time for reliable advice.
Janet was referred to us by friends and we have been seeking her opinions and advice for close to 16 years now. Janet has always shown us the respect that she may give to a family member and has been extremely patient when we showed signs of confusion, her empathy is such that she would not hesitate to explain her suggested strategies again in a manner where it was understood by my wife and myself. We believe Janet to be very experienced in her chosen profession. Our productive results over these years have been been evident to that. We have attended meetings face to face at the office. Being one step ahead, Janet has also introduced us to zoom meetings when we found, due to unforeseen reasons, we could not get to her office in person. Janet took the time to explain this concept to us prior to our first discussions. I think over the years Janet has proven herself to be a reliable, knowledgeable and very experienced adviser with a great personality and with the ability to keep you relaxed during some anxious moments during the ups and downs of current share markets.
Janet has been advising us on our financial matters for some 12 years and we have always found her to be professional, always approachable and well informed. It is always a pleasure to meet with her and be received with a smile and friendly demeanor. Her advice was much appreciated and certainly financially beneficial at the beginning of the COVID-19 pandemic. We would most certainly recommend Janet to anyone looking for a financial adviser.
Janet has seen me through some very difficult times during the last 8 years but thanks to her knowledge and expertise in the field of finance and her genuinely caring attitude, those difficult times are over. Her ability to explain the most complex into simple to understand language is a gift. She is always available to discuss any queries I might have and her newsletters keep all clients up to date on the changes taking place in the world and the affects they have on the markets. Thank you Janet for your support and dedication. -Terri, Little Bay NSW.
- Adviser status Platinum
- Number of reviews 14
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
Aspire Financial SolutionsSuite 1315, 3 Spring St
Sydney, NSW 2000
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Consultum Financial Advisers Pty Ltd