Helping you to make your money work for you in your 30’s and 40’s so you can live a more balanced life.
When I first started in financial advice, I was mainly helping retirees. Over and over again, I would hear the regret in their voices because many now didn’t have the money or health to do all the things they wanted.
I got into financial planning because I wanted to help people but after working with retirees for over a decade I knew if I wanted to have a real impact, I needed to work with people well before retirement so I could help them have more money, control, and choices now rather than waiting for retirement.
But I know in your 30’s & 40’s you are often super busy with your career and family and this money stuff is easy to put into the “I’ll get too basket” and before you know it you blink and have cost yourself a decade.
That’s why I founded Intune Financial Services, to make it easier for you to start building momentum towards Financial Freedom and living your life the way you want.
Expertise
My fees
We provide a simple fixed fee for service similar to if you went to an accountant or lawyer.
We provide a brokerage option for those needing to set up insurance with cashflow issues, a fixed fee for service our preferred option.
At a glance
- Adviser status Silver
- First year providing advice 2013
- Years of experience 12
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Highest qualification
- Bachelor of Commerce (Financial Planning)
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Language spoken
- English
Intune Financial Services
14 Dene AveMalvern East, VIC 3145
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892