4 Reviews

Annette Sinclair

Jarrah Bridge Financial Planning

Silver

12 Yrs Experience

Midland, WA 6056

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I joined the Financial Planning industry in 2012, working with Nick Bruining to deliver easy to understand advice with

NC Bruining and Associates (NCBA).

Immediately prior to joining NCBA, I worked for Centrelink’s Financial Information Service.

I founded Jarrah Bridge Financial Planning in 2020.

I started my career in computer centre management with Telecom, before it became Telstra.

This was followed by a second career in teaching, before joining Centrelink in 1997.

Along the way, there was also ownership of a customer service based small business for several years, and the raising of a family.

Before entering the Financial Planning industry with Nick Bruining, I was a Financial Information Services Officer, Centrelink’s equivalent of of a financial planner for over seven years. I specialised in superannuation and aged care. After working for Centrelink for more than fourteen years, I have an extensive knowledge of Social Security law and the financial issues pertaining to aged care.

I founded Jarrah Bridge with the intention of creating simple, yet effective strategies to help clients plan for their retirement and then maximise their retirement income. My ability to explain financial concepts in easily understood terms is well known and is a common comment from my clients.

Government Assistance
Superannuation
Retirement & Pension
Aged Care

5.00 May 2023

I have been client of Annette's since she was with Centrelink . I became a client of Annette's when she joined with Nick Brunning as I was fed with with high fee FO who were poor on workable strategies.

5.00 May 2021

Annette has given me great advice in preparing for retirement and setting up all the things needed to draw down a pension from my super as well as access government help. She is courteous and very knowledgeable and is always quick to respond to queries. I have confidence in her ongoing advice as I navigate retirement.

5.00 August 2020

We highly recommend Annette and the team at Jarrah Bridge. They give sound and down to earth advice, are easy to contact and are always quick to respond to our questions. The transparency with fees lets us know exactly what we are paying for. We trust Annette to guide us towards a secure and comfortable retirement. Janet and Craig 6407

5.00 March 2020

I questioned Annette on our 1st meet--- could you see if it is possible for me to retire at the age of 66. I was advised by another financial advisor, that I should wait until I had $200,000 in Super and my home paid off before I considered retiring. 2 years ago. With my Home Loan & money in my super. Annette did the hard work., she initiated by putting together all my pension filled in forms plus the pension discounts. Annette made my life so much easier & now I'm enjoying my pension lifestyle after working for 50 years. Annette, what a guardian angel you turned out to be. Thank you so much Annette