My aim as your financial adviser is to:
1) Understand your current position
2) Get to know you well enough that I understand what you are trying to achieve
3) Put a stragegy in place that has the greatest chance of achieving YOUR goals
4) Walk with you along the way and make sure that we stay on track
If you don't know what you are trying to achieve and genuinely want someone to help you along the way. Please give me a call
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
It is our belief that the fees you are paying should be linked to the value you get from the time we spend with you
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 7
- First year providing advice 2007
- Years of experience 18
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Highest qualification
- Bachelor of Business
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Language spoken
- English
Vision Wealth Strategies
Suite 1 and 2 Lake Macquarie Fair, 46 Wilsons RoadMount Hutton, NSW 2290
Opening hours
- 9:00am – 5:00pm Friday
- 9:00am – 6:00pm Monday – Thursday
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523