I started my financial advice career after seeing the depth of relationships my friend, an adviser of 30+ years had with his clients.
Personal finances, wealth creation and wealth protection are relatively easy for someone strange enough to enjoy these areas. By contrast, people are complicated in the way we allow our attitudes towards ourselves and our money reflect a disconect between our deepest values and our financial decisions large and small.
I enjoy building trust with people so I can understand them and bring their personal wealth goals and their finacial picture into alignment.
If you would like to get rich quick you should probably talk to someone else. If you want to be healthy, wealthy and wise then I am confident I can help ; )
I look forward to talking with you soon.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 33
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Diploma of Financial Planning (1-8)
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Language spoken
- English
Invest Blue Pty Ltd
Suite 4C, 148 Central Coast HwyErina, NSW 2250
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning
AFSL 234665