Why I do this.

Making a difference has been the brand from the get-go.

You only get this one life, so what are you going to do with it?

That is the question I keep coming back to with clients. Then we get to work.

The plan matters because life matters. We use the numbers to make better decisions, not to make the plan feel more complicated than it needs to be.

Who I help.

I work with retirees, pre-retirees, and households who want their budget and cash flow properly understood. Most clients are 50 to 70 and live across south east Queensland, including Brisbane south-side, Logan, and the Gold Coast.

Some are sorting super and looking at retirement dates. Others want their household budget on paper for the first time. Both are useful work because every strategy depends on knowing what is really going on.

How we would work together.

The first meeting is free, and there is no pressure to do anything after it. If we both want to keep going, I scope the work and quote a fixed fee in writing before any work starts.

Plans are written in plain English. Reviews are short and useful. If something changes between reviews, you can call us directly.

Credentials.

Graduate Diploma of Financial Planning (AQF Level 8). Authorised Representative of Akumin Financial Planning Pty Ltd, AFSL 232706. You can check adviser registrations on the ASIC Financial Advisers Register.

Great Advice is Aetos Wealth Advisors Pty Ltd (ACN 160 287 301). We are fee-based and do not accept commissions on superannuation or investment advice. Any insurer commission on risk-only advice is disclosed in the Statement of Advice. The current FSG / FSCG is available here.

Book a first meeting.

Come in to the Springwood office, meet by phone, or use video if that is easier.

Shop 1/50 Chatswood Rd, Springwood QLD 4127. Monday to Friday, 9am to 5pm.