At Real Life Financial Planning we look at your money and life through a different lens to the banks and big financial institutions. It's our laser-focused obsession with uncovering what really matters to you that makes us different.
We not only help you optimise your income and assets, but we also help you explore possibilities, mitigate financial risks, plan for life's big transitions and build a lasting legacy.
We are not transactional advisers. We act as your financial guide to help you make transformational changes in your life that go beyond ticking off money centred goals.
We specialise in helping people who are 10 to 15 years from retirement who wish to plan ahead for retirement and be prepared for contingencies and unknown events so that they maximise their wellbeing and optimise their assets and make the most of the opportunities they have.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchI charge a flat dollar fee structure
At a glance
- Adviser status Gold
- First year providing advice 2007
- Years of experience 17
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Highest qualifications
- Graduate Certificate in Self Managed Superannuation Funds
- Graduate Diploma of Financial Planning
- Fellow Chartered Financial Practitioner (FChFP)
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Language spoken
- English
Real Life Financial Planning
Level 1, 11 Lucknow Pl
West Perth, WA 6005Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Australian Unity Personal Financial Services Ltd
AFSL 234459