Wealth Inspired - Property In Smsf Specialists

Servicing our clients from our offices in the Inner West and Hills District as far north as Port Macquarie, south to Jarvis Bay and west to Mt Victoria.

I have been working in the finance industry since 2000 in various roles and completed formal education in 2002 for financial planning. Following from that I completed the highly regarded AMP Horizons Academy training for Financial Planners in 2008 to allow me to start serving as a financial adviser.
Since then, I have had the pleasure in educating, challenging and inspiring clients to achieve wealth and their retirement goals by guiding them through an array of investments, wealth creation strategies, superannuation and insurance options that best suits their financial and personal goals in life.
In the last 5 years my area of specialization is in helping clients establish Self Managed Super Funds (SMSFs) and purchase investment properties using their accumulated super as security and have the ability to ‘bring it all together’.
To assist with project managing my clients implementation I work very closely with our referral partners who offer services in lending including; home and investment loans, SMSF loans, car loans, personal loans and equipment finance.
Also, property buyers advocacy – through comprehensive research and due diligence process, they’ll help you select the most appropriate investment that will meet your goals and circumstances. They offer new build property in all three stages:
i. Soon to be completed
ii. Newly completed
iii. New Build
And property buyers agency – at times clients can ask to secure very specific property (both owner occupied & investment) that requires very specific research. Their team of experts take the lead on the locating, assessing and negotiating of your next home or investment.
Servicing our clients from our offices in the Inner West and Hills District as far north as Port Macquarie, south to Jarvis Bay and west to Mt Victoria.
My passion in business is working with clients to put them in a stronger position to achieve their financial goals and enjoy a lifestyle with a self-funded retirement.