Most people earn a living but not many design a life. My aim is to help my client make their dreams a reality and achieve greater financial freedom and security. I am a Certified Financial Planner and have been working in the Financial Services industry in Darwin since moving to the Northern Territory in 1997. I joined Morgans in April 2013 and have a strong customer focus, believing in the value that appropriate financial planning advice can add to a client's situation. My focus is on providing personalised advice in areas including wealth creation, wealth protection, debt management, superannuation, retirement, aged care and estate planning. As a specialist member of the SMSFA (Self-Managed Superannuation Fund Association), I have a special interest in advising Trustees/Members of Self-Managed Super Funds and superannuation and retirement planning in general.
We offer a complimentary first appointment to allow us the opportunity to get a good understanding of your personal situation, needs and objectives and for us to provide options on how we may be able to help you achieve these. If we are able to help, we are generally able to provide an indication of what the advice will cost. Whilst our minimum fee may be $1,100 for single strategy advice such as risk insurance or setup of an initial investment, our fees would typically range between $2,750 for simple strategies such as super reviews, investment strategy, rollovers, risk insurance, etc our fees ranging up to $5,500 for more comprehensive and/or complex advice including retirement planning (e.g super and/ or pension reviews, annuities, forecasting, estate planning, Centrelink, etc), more complex investment advice such as Trusts including Self-Managed Funds, etc.
I am extremely pleased with my contact with Judy Mostaard. Over the years Judy has provided help and advice and has always been ready to explain both things I haven't understood and the context of her recommendations. I particularly value her contacting me when she thinks something that might be of interest to me comes along.
I have been taking financial advice from Judy in excess of 20 years - from when I was still working, to taking redundancy, and now in retirement. During this time I have always found Judy to be approachable no matter how trivial the query may have been or how many times she needed to explain complex issues. Although now I am enjoying retirement thanks to Judy's advice over the years, I still defer to Judy in all manner of financial dealings in this ever changing world. She is a great listener and always shows great empathy. Judy has made the scary journey to retirement as smooth as she could and I have every confidence in her continued advice into my future senior years. Navigating the many issues facing us as we get more mature is not for the faint hearted and I am fortunate to have someone so professional within reach. So again, we can go forward with confidence.
I have been a valued long term customer for many years. I am very happy with the service and the financial plan I have in place .Thanks to Judy's expertise, I am living a comfortable and secure life in my retirement. I can certainly recommend Judy.
Judy is an extremely competent adviser who has always provided me with salient advice in a very friendly and helpful manner. I cannot recommend her highly enough. Judy is cognisant of my family situation, is never pushy or assertive and simply does an excellent job. Judy thoroughly researches matters prior to giving advice and I feel very confident in the options she presents.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2001
- Years of experience 21
- Certified Financial Planner (CFP)
Morgans Financial LtdLevel 2, 36 Mitchell St
Darwin City, NT 0800
- 8:00am – 4:00pm Monday – Friday
- In person
- Video call
Morgans Financial Ltd