Danielle Meyers

I provide flexible, mobile financial planning from Yanchep to Australind. Where necessary I am available to meet outside normal business hours so no need to try and cram a meeting in during work hours. I will work to understand where you are now and what you want to achieve and will speak plain English not Financial Planning jargon. I have been in the financial planning industry for over 30 years and have a Master of Financial Services and have a passion to help people in various life stages to ensure they learn what they don’t know, specifically:

• Parents aged 30 – 45 with young families. What advice you may need at this stage of life includes budgeting, cashflow, insurance, saving for emergencies and most importantly estate planning.
• 50 – 60 year olds who do not want to work until they are able to access Centrelink Aged Pension at age 67. How can we ensure you have sufficient funds to allow you to transition to retirement or to fully retire before this age.
• Pre-retirees, up to three years prior to retirement is a great time to plan how much your retirement plans are likely to cost and how long you can afford to fund those plans.

I also consider myself a Women’s Wealth Specialist. With only 24% of financial planners in Australia being female and most women in Australia retiring with approximately 25% less superannuation than their male counterparts there is a unique need for advice for women heading toward retirement.