As a Certified Financial Planner, my aim is build a strong, long-term relationship with you by listening and understanding your situation, then assisting to put you on a path to living your life the way you've always pictured it. Your financial success hinges on surrounding yourself with a 'board of advice' consisting of professionals such as Accountants, Finance Brokers and Solicitors, with a Financial Planner the cornerstone to a successful future.I particularly enjoy working with enthusiastic professionals who may have been recently promoted or changed roles, small business owners, people who are currently or considering moving or building a home, and people who are currently considering retiring or winding back work as they build towards retirement.I am the Managing Partner and Founder of Embrace Wealth. We have offices located at 134 Union Rd, Ascot Vale. We also conduct meetings via Zoom and have the technology to provide a seamless experience from the comfort of your home.Specialties: Financial Planning, Investments, Tax-effective Income, Personal Insurance, Superannuation including SMSFs, Estate Planning & sensible Debt Planning
Listed skills include Investments, Estate Planning, Insurance, Wealth, and 36 others.
