I work together with my clients to achieve their lifestyle and financial goals.
- The services I provide are:
- Wealth creation strategies
- Retirement and pre-retirement advice
- Tax reduction strategies
- Cashflow planning
- Debt review and management
- Personal insurances
- Investment advice
- Superannuation advice
- Estate planning
- How I can help Fresh members:
By providing financial advice tailored to meet the goals of Fresh members, their clients, family and friends.
- The main business categories in my network are:
- Mortgage Brokers
- Property Advisers
- My target market is:
Individuals in their 60's who are nearing retirement.
Individuals who are in their 40's and 50's and would like advice on their plan for retirement.