I seek to be in the top 1% of my profession in terms of value delivered to my clients, business success, and personal quality of life. As a trusted advisor, Values-Based Financial Planning is the most ethical and client-centered method for building high-trust client relationships. Our business operates with total fee transparency, and delivers truly comprehensive financial service advice to my clients. My role in working with my clients is not to tell them what to do, but to give them options and choices and keep them accountable to what’s important to them. The values-based process allows us to explore what is truly important in our client’s lives. Whether an individual’s circumstances are simple or complex, we offer ongoing support and guidance and as your circumstances change, our advice will evolve, so you will always have peace of mind! My prime objective is to help our client's discover 'why' they make the choices they do in their financial and business world by clearly understanding what is important to them in their lives today. By understanding what's important in your life, and your main goals that require money and planning, we develop a 'financial roadmap' designed for your circumstances. I offer direction, accountability, expertise and leadership to my clients, as well as ensuring my advice adds significant value to their lives. Our process builds a financial game plan which maximises the probability of achieving our clients desired goals.
Expertise
My fees
At a glance
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Adviser status
Bronze
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Total Clarity Group Pty Ltd
Suite 502, 10-12 Clarke StreetCrows Nest, NSW 2065
![Total Clarity Group Pty Ltd logo](https://resources.adviserratings.com.au/practices/total-clarity-group-pty-ltd-18008007.png)
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706
![Amp Financial Planning Pty Ltd logo](https://resources.adviserratings.com.au/licensees/amp-financial-planning-pty-limited-232706.jpg)