I love helping everyday Australian families ‘get ahead’ financially.
Unfortunately, Aussie families’ financial success is often hampered because most of the ‘Advisers’ out there are working for a big bank; in fact, over 80% of the licensed financial planners in Australia are aligned with a big bank or fund manager.
In the past, I have worked exclusively with high net worth families and I simply didn’t feel as though I was ‘making a difference’, because giving a millionaire another million has less of an impact than helping everyday people take control.
Nowadays I know I’m making a difference by giving everyday Australian families access to quality, tailored advice.
Being unaligned, I’m able to provide advice on strategies and investments that the average Adviser can’t. This means I can share with you the exact strategies I used to build my own passive income portfolio.
If you’d like to see how I can help you take control of your financial future, then click the button and book a chat with me…
Whether you work with us, or not, we recommend you consider the following qualities that we believe should be inherent in any Adviser: