I take pride in understanding your unique situation as it allows me to provide you with Personalised Financial Advice. The best thing about Personalised Advice is really making a positive difference in your life. It's the reason I am a Financial Planner.
I Can Help You:
- Achieve your financial goals
- Grow and protect your wealth
- Ongoing financial goal reviews
My Aim For You:
- Stop worrying about finances
- Peace-of-mind
- Financial freedom
I believe good quality advice depends on honesty and transparency. My advice will put you in a better financial position and I will educate you how so you can make the best informed decision.
Allow me to discuss what's on your mind. I offer a complimentary initial one-on-one consultation for families and individuals.
Email me now at james@indexwealth.com.au
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Bronze
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Index Wealth
6, 33 Mackey StNorth Geelong, VIC 3215
Meeting methods
- In person
- Video call
Licensed by
Index Wealth
AFSL 523677