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|About||Senior Financial Planner (CFP) and Partner, with PFG Financial Services.|
I'm passionate about educating clients, working together to empower them to achieve their financial and lifestyle goals.
I constantly had clients asking me where can we find simple, easy to understand information, so we can learn more about the financial issues which are important to us. All of the information we can find is too complicated, and full of "jargon" for anyone not in the industry to understand.
When I couldn't tell my clients where to find this info - I decided to write it myself.
Who should work with us?
Clients that want to partner with a team, that provides expert advice, yet simple enough so that you can learn and understand all aspects of the strategy.
If a client doesn't understand what and why they are doing with their adviser, they are in the wrong strategy.
We are specialists in Superannuation and Retirement planning, Centrelink advice, Personal Insurance - Life, TPD, Trauma and Income Protection, Investments Strategy, SMSF, Budgeting and cash flow management.
Book a meeting with me to discuss tailoring a personalised strategy to achieve your goals, whatever they might be.