Financial Planning is about way more than just money. We specialise in Life Planning which is the human side of financial planning.
I will help you:
- Uncover your money beliefs and determine which are limiting and which are empowering you.
- Determine your deep motivators. These are the themes of your life you need to address and achieve in order to really feel happy and fulfilled.
- Develop your life vision - What the life you really want to live, looks like.
- Only then will we discuss your money.
- We will develop detailed cash flow scenarios to determine the most appropriate cash flow to facilitate your life vision.
- Your financial plan will then be developed to achieve this life vision.
This process ensures you are fully engaged with your money. Your goals really mean a lot to you on a depper level, they are not just superficial goals.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
We are 100% fee based and will provide a quote based on the amount of work and time required to complete a clients project. Our initial discussion is free.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 2
- First year providing advice 2016
- Years of experience 9
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Ikigai Wealth
45 Evans StBalmain, NSW 2041
![Ikigai Wealth logo](https://resources.adviserratings.com.au/practices/ikigai-wealth-19203778.png)
Licensed by
Synchron Advice Pty Ltd
AFSL 243313
![Synchron Advice Pty Ltd logo](https://resources.adviserratings.com.au/licensees/synchron-advice-pty-ltd-243313.png)