I am happy be a part of this dynamic growing business. Our vision of Learn, Grow, Succeed encapsulates on how we provide our clients with the education tools to reduce thier debts and build wealth through tax effective structures.

I have assisted in the set up of the Gold Coast office which involves managing staff, implementing policies and procedures throughout the office, marketing to the existing clients and gaining referrals through external sources.I have also been providing a holistic plan for clients that includes. Goal setting, Budgeting, Cash flow Management, Debt Strategies, Superannuation and Self-Managed Super, Estate planning, Tax minimisation, Insurance and Financial investmentsGiving such holistic advice has also meant that I been reviewing and servicing each client as a minimum every three months.

 Managing other Financial Advisors and liaising with back office staff Fee for service structure Marketing to acquire clients.  Conducting seminars to give perspective clients a better understanding of the services we provide Providing a holistic plan for clients, that includes nine key points. Goal setting, Budgeting, Cash flow Management, Debt Strategies, Superannuation, Estate planning, Tax minimisation, Insurance and Financial investments Implementing and tailoring the clients plan Maintaining and managing the client throughout their relationship with Wealth Vision

 Determine borrowers needs and ability, select a loan suited to their circumstances and manage process through to settlement Specialising in Equipment Leasing, Chattel Finance, Car and Personal loans, Debtor Finance, Business loans Networking clients Developing Promoting and Advertising strategies Accreditation and knowledge of 30 different financial lenders products Debt collection on behalf of the associated financial institutions