Deep Strategic Planning
These are the elements we consider in our innovative process to help you bridge the gap between where you are now and where you want to be.
How I construct strategic financial advice
My strategic advice has a strong technical and mathematical foundation. I use research-based strategies which I model for the long-term outcomes you are looking to achieve.
As a testament to my expertise, I was awarded the NSW/ACT Value of Advice Award (Wealth Accumulation Category) by the Financial Planning Association. This recognition was received for the outcome I achieved for a young family, who successfully grew their net wealth by 25-fold, from $23,500 to $602,000, over a period of ten years. They also paid off their mortgage 11 years sooner (from 14 years to 3 years) and saved $48,000 in interest.
What is strategic advice?
Strategic financial advice is outcomes-focused and considers your unique circumstances. Strategic financial advice considers investments, risk protection, debt management, cash-flow, estate planning, and saving and retirement planning.
Instead of first focusing on tools and tactics, like self-managed super funds or shares, I instead work with you to determine your goals (outcomes) and then conduct modelling.