Wendy’s primary aim is to provide our valued clients with quality advice and assistance in assessing their current and future financial needs, resulting in her providing the appropriate advice and solutions in the following areas; financial planning, retirement income streams, succession planning (business insurance), family and ifestyle protection, Centrelink and DVA benefits, gearing strategies and debt management, superannuation, investment advice, estate planning, taxation planning, redundancy and estate equalisation.
Wendy has been working in the financial planning industry since 1998, and she became an authorised representative in 2006. Since that time Wendy has continued her industry and non-industry studies and has experience in personal and corporate superannuation, investments and insurance. Wendy has also been an accredited mortgage broker.
Wendy not only helps new clients, but also works in partnership with ongoing service clients to keep them on track and achieve their financial goals.
- Retirement planning
- Personal insurance
- Estate planning
- Wealth accumulation