As a financial planner with Intergenerational Wealth, I firmly believe that everyone can benefit from financial planning advice, though I predominantly focus on advising pre-retirees and retirees. My approach is to get to know you and your unique situation thoroughly, and then work within key areas such as legislative and compliance issues, tax planning, investments, estate planning, Centrelink entitlements, insurance solutions, and financial structures like superannuation, trusts, and… Show more As a financial planner with Intergenerational Wealth, I firmly believe that everyone can benefit from financial planning advice, though I predominantly focus on advising pre-retirees and retirees. My approach is to get to know you and your unique situation thoroughly, and then work within key areas such as legislative and compliance issues, tax planning, investments, estate planning, Centrelink entitlements, insurance solutions, and financial structures like superannuation, trusts, and investment bonds.I aim to help you achieve both your tangible and intangible financial and life goals. To do this, I break down your long-term objectives into more manageable short-term targets and work with you regularly to ensure we stay on track.At Intergenerational Wealth, we offer personalised strategies to address a wide range of needs, including:- Wealth creation and investment management- Retirement planning and superannuation- Family protection through insurance solutions- Estate planning and tax minimisation- Maximising Centrelink entitlements- Expert advice on business finances and succession planningOur Services Include:- Financial Planning- Insurance- Investment Strategies- Retirement Planning- Superannuation- Business Financial Services- Capital Gains Tax Planning- Small Business Rollover Concessions- Shareholder Insurance- Business Succession and Key Person Insurance- Estate Planning- Buy/Sell Agreements- Business Debt Redemption- Personal Financial ServicesI aim to ensure that you have a clear understanding of your current financial situation and feel confident about your future. My role is to guide you towards financial freedom with peace of mind.Our comprehensive financial planning services are designed to give you control over your financial position today and confidence in your future. We are committed to helping you achieve financial freedom. For more information, visit us at www.igwealth.com.au. Show less

Provide wholistic financial planning advice with an expertise on Public Sector Defined Benefit Schemes (CSS, PSS and PSSap).