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Sarah Nulty

Scenic Rim Financial Planning Pty Ltd

Gold
13 Yrs Experience
Tamborine Mountain, QLD 4272

After getting into money trouble at a young age, Sarah committed to learning how to make money work for her, and walked Branch to Branch in search of a job with one of the top 4 major Banks. Working her way through the ranks in the Banking industry, Sarah has learnt a lot of Do’s and Don’ts along the way, and helped individuals, families and business owners from all walks of life to get their finances in order and achieve personal wealth and security they simply didn’t know how to create themselves.

After over 20 years in the finance industry, Sarah is passionate about helping people stop seeing money as something to be feared or merely dreamt of and start designing their financial future in a way that is easy to understand, without undue risks and plan for future generations also. Specialising in SMSFs, Retirement Planning and complex advice, Sarah is based in QLD though travels across the country to see clients, working regularly by phone, Teams and email to fit in with your busy schedule.

In addition to running Voyager Wealth, Sarah is a Responsible Manager on an Australian Financial Services License, holds the Secretary position for a local RSL branch and regularly contributes to news and other online sources for information on financial strategies.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

We offer a choice of advice and fee options from once-off fee to ongoing relationships, depending on your needs and wants. Our Advice fees range from $2,750 to $11,100

At a glance

  • Adviser status Gold
  • First year providing advice 2013
  • Years of experience 13
  • Highest qualifications
    • Graduate Certificate in Applied Finance
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Scenic Rim Financial Planning Pty Ltd

Suite 13, 9-13 Main Western Rd
Tamborine Mountain, QLD 4272
Suite 2, 119 Brisbane St
Beaudesert, QLD 4285

Opening hours

  • 9:00am – 5:00pm Monday – Thursday
  • 9:00am – 3:00pm Friday

Meeting methods

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

Licensed by

Athena Financial Services Pty Ltd

AFSL 569806