We work with you to develop strategies to assist you to manage your financial affairs so that you can meet your lifestyle goals.
Whatever your stage of life we assist you to develop a financial plan that makes the most of your finances. We help you to review all relevant aspects of your financial situation across a broad range of financial planning activities to provide you with comprehensive solutions and peace of mind.
We take the time to walk you through every step of the way, explaining everything clearly and in plain language helping you to make educated and informed decisions about your financial future. We have been providing financial solutions for people just like you for over 25 years.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Gold
- First year providing advice 2001
- Years of experience 24
-
Highest qualifications
- Graduate Certificate in Financial Planning
- Graduate Diploma of Financial Planning
-
Language spoken
- English
Precise Advice Financial Services Pty Ltd
27 Keysborough ClKeysborough, VIC 3173
Opening hours
- 9:00am – 5:00pm Monday – Thursday
- 9:00am – 2:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Precise Advice Financial Services Pty Ltd
AFSL 229986