Who says you can’t have your cake and eat it too? With good advice, support and committed action anything is possible. Randall will dare you to dream big and help you create a better life. My vision is to help you build a RICH life. I have a Roadmap that we build together to see if you are ok and if you are on track.
Financial Planning is about life, not just about how much money you have.
It is a great responsibility to help people get financially organised and make smart choices with their finances. This responsibility has been my passion for over 22 years. I love making a difference in people's lives and helping them discover and achieve their goals. Your goals don't just have to be financial. It is "more than money".
My priorities outside of work are my family, friends, personal development and being involved in my community.
I charged fixed fees. All our fees are agreed before we start helping you. I work with a select number of families. If I have too many clients I can't deliver the service you need and deserve.
Please contact me for a complimentary chat!
Expertise
To get started we have a complimentary chat to work out if we can add value to your needs and work together. Then we can book a meeting.
We charge and set a fixed fee based on the complexity and need of our clients. We don't receive any commission on superannuation or investment recommendations.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 37
- First year providing advice 2000
- Years of experience 24
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
KLI Group
Level 2, Suite 205, 26 Charles StSouth Perth, WA 6151
Meeting methods
- In person
- Phone
- Video call
Licensed by
KLI Group
AFSL 452054