Mostly I work with individuals, families and business owners who believe in controlling their own destiny. My contribution starts after building a deep understanding of the client’s ‘Big Picture Goal’ and then we work at planning a journey that is as rewarding as the destination. Every client I work with is unique and so is my contribution to their story. Money means different things to every individual on this planet.
I see my role as a resource to help people make the most of what they have and help them understand options they had not thought of. Decisions around money are diverse, sometimes we have the knowledge at hand and sometimes we will need to work with other specialists. Our aim is to you help you achieve what you set out to achieve as efficiently as possible and often we collaborate with other specialists to make the process as seamless as possible for you.
Fees – Keal Advisory fees are always fair and agreed in advance to suit client specific requirements. We calculate fees based on our input and only take on clients where we can add substantial benefits compared to our fee.
Experience – I am a Certified Financial Planner with over 15 years of professional experience. Apart from formal education and constant professional development, much of what I bring to the table is shared practical experiences from hundreds of other clients who I have worked with. I don’t have a crystal ball but I do have enough life experience to be ready for the good times as well as the challenges life can throw at us.
Some of the technical areas I have experience with include: Tax Effective Investments, Portfolio Structuring, Salary Packaging, Business Planning, Cash-Flow, Risk Management, Self-Managed Super Funds, Retirement Incomes, Centrelink, Estate Planning and Philanthropy.
I look forward to working with you to help you achieve your financial goals.