What is strategic advice?

Strategic financial advice is outcomes-focused, and considers a wide scope of your circumstances including investment, risk protection, debt management, cash-flow, estate planning, 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 which helps inform me of suitable tools and tactics to achieve your goals.

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 testimony to my expertise, I was honoured the NSW/ACT Winner of the Value of Advice Award (Wealth Accumulation Category) by the Financial Planning Association.

The recognition was received for the outcome I achieved for my clients, 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.

Why not experience the difference?

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