I am passionate about providing advice that really delves into the strong desires and goals that people have
Background
- The principal planner and CEO of Pinant Financial Planning.
- Been in this profession for 36 years since March 1988.
- Advised through 5 corrections of the market.
I am:
- A challenger of your thoughts.
- I point things out that others don’t.
- I have an intention to educate.
- I see potential in you that you don’t see yourself
I aim to:
- Delve into your inner thoughts and crystallize these into your goals and strategies for your future.
- We participate together to create your blueprint for your future called Statement of Advice.
- We cater to all clients’ needs and age groups.
My undivided attention to you is of paramount importance.
My staff are diligent, process driven, pride in their exactness and technical prowess. I want clients to feel secure.
Favourite Planning Experiences:
Paying out a claim to a client that was in need and had $300,000 deposited into her bank. She and her family are now secured, and she is still in remission. House paid off, renovated, retirement is secure and able to go back to their homeland to visit family. It reassures me once again and to my team that insurance is vital and an intrinsic part in the financial planning for clients.
Challenging Centrelink and getting a decision overturned for a client that had her pension stopped because of Centrelink not understanding the rules on overseas pensions.
