I pride myself in providing comprehensive financial advice and helping families navigate what ever life throws at them.
I ensure clients understand the short term and long term implications of the recommended structure and do so in a client friendly manner . I can help with the following :
- Assist in funding Aged Care and support ongoing cost.
- Calculate the cost base of your investments, especially around SRN shares .
- Retirement Planning.
- Constructing a tailored portfolio, including Non-for-Profits.
- Helping you understand the right superfund for you and contribution planning .
- Work on your estate planning goals , ensure assets are passed onto intended beneficiaries in a tax effective manner.
- Helping families be protected from injury, illness and death . Assist with claiming on insurance proceeds and advice on successful claims.
- Manage tax implications on Employee Share Schemes and how to utilise the rewards .
- Helping you understand your Defined Benefit and the right option for you.
I am detailed in my work and will never stop wanting to learn . I manage a book of clients from all walks of life. Please reach out to me for an initial consultation.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Master of Financial Analysis (Financial Planning)
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Language spoken
- English
Paris Financial Services Pty Ltd
Suite 5, 2-6 Albert StBlackburn, VIC 3130
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135