Why I am different
With my experience as a university-trained, CERTIFIED FINANCIAL PLANNER® practitioner with over 20 years’ experience I have the highest financial adviser designation and recognised globally. To maintain this CFP® status I undertake mandated, audited on-going professional development and training which has helped me to provide the most creative and innovative approaches to financial planning in Canberra.
These credentials, together with the Value of Advice Award has led to my recognition in the top 10 financial planners www.top10financialplanner.com.au in the ACT and the only woman.
My process ensures that I focus on you and provide you with a 100% tailored financial plan so that you can reach your goals. After all, they are YOUR financial goals.
From there, it is important to track your progress. Many financial advisers will provide a financial plan but few have the capability to report your progress in real-time.
One of the things that makes me different to other financial advisors is that I can provide you with real-time data on a monthly basis so that you can compare your progress against your written plan.
I am a member of the Financial Planning Association (FPA), Australia’s leading professional community of financial planners. That is because I am actively committed to being the best financial planner I can be and to achieve that I must meet stricter criteria and higher standards than the minimum legal requirements for financial planners. I am committed to this because it provides a better service to you.
As testimony to my commitment to my clients, I won a merit award (Value of Advice award from the Financial Planning Association). The recognition was received for the outcome I achieved for a young family who successfully grew their net wealth by 25 times 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?
I am an Authorised & Credit Representative of Matrix Planning Solutions AFSL & ACL No. 238256. ABN: 45 087 470 200.