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Our advisers are all qualified, registered professionals who pride themselves on making a real difference to people's lives. They know what they're talking about, and they're happy to share their knowledge with you. You don't need to be an expert, because they are.
One of the first things I ask my clients to do is write down their goals. This keeps them focused by reminding them of what they're working towards, and helps them recognise their success when they achieve it.
I offer my clients comfort and support on their journey. I understand them and their goals, and I make sure they understand the proposed strategies and solutions I have recommended. My expert knowledge guides them to achieve results they would not achieve on their own.
I follow my own advice and write down my goals too. My own 10 year financial goal is to make 500 clients at least $1,000,000 each. I'm on the way...
Financial Planning | Lending | Property
I firmly believe that all Australians should have a plan for building their wealth. Unfortunately, far too many spend more than they earn and are battling bad debt. Or they are “comfortable” but don’t know how to take the next step forward to create financial freedom.
I’ve spent 25 years helping many take that first step. I work towards understanding their short and long term goals and dreams, so I can apply my knowledge, products and solutions to help them achieve these goals.
We’ll start by writing the goals dividing them into a wish list for purchases, a bucket list for dreams, and time based goals.
Legal | Financial Planning | Lending | Property
I am exceptionally passionate about helping people achieve their goals. Most people I see have taken a passive approach to their financial futures, accepting whatever comes their way. I help them see that simply working in a job isn’t going to be enough to fulfil their goals or dreams. They need a personalised strategy to achieve their ‘big picture’ goals in addition to giving them future financial security.
My number one tip is - don’t be an emotional investor. You need to have a strategy and due diligence scorecard around your investments so you can sustainably repeat the process.
After 10 years in financial services, I still enjoy the buzz of being a part of a team that helps clients achieve their financial goals. Finding the right loan for each client can make the world of difference to their overall financial position.
My number one financial tip for clients is to never lose sight of your big picture goals, and remember to consider how every decision is helping you get a step closer to achieving them.
Sondra has been a CPA for over 20 years. In recent years, she has been working mainly for public practices. She has been helping clients with their accounting and tax obligations, whether they are individuals, partnerships, companies, trusts or Self Managed Superannuation Funds, ensuring they get the best outcome for their circumstances.
Sondra will look after your tax and accounting needs, obtaining the best overall outcome for your situation. She will liaise with the tax office on your behalf, if needed, as well as liaise with auditors and other relevant parties. She will work with you and the rest of our team to find the best strategy for you.