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.

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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.

 

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