The team at AMP Financial Planning Ballarat, Bendigo, Horsham and surrounding areas are passionate and focused on providing financial planning solutions for all stages of your life. Our planners are local people who value family and community. Our aim is for AMP Financial Planning to be the people who our clients think of first when any life event takes place. Call us today.
My focus for my clients is for them to realise they are not alone in their financial planning journey and I am here to help them achieve what they want to achieve. I am my client’s financial personal trainer, ready to challenge their thinking and show them the way to their personal financial goals and objectives. Once they take the first step the rest is easy. By putting initiatives in place that are easy to understand, and via well thought out strategies that the client can easily follow and implement anything is achievable.
Don’t be afraid to make contact. We don’t bite and it costs nothing to have a chat on the phone! It will be the most enlightening 40 mins you have had in terms of getting on the journey to achieving what you want to achieve financially. We are here to help. No jargon just simple and easy to understand discussions and suggested strategies. We will come to you at a time and place that suits.
Helping people to understand the various services that are available through financial planning and how I can help them with their individual circumstances, including establishing personal goals to enable clients to reach their future objectives.
Working with a financial planner can assist you in making your financial position a little more easier to understand and manage throughout life's ups and downs.
I want to find my client’s the right mix that enables them to enjoy life now whilst planning and building their future financial security. I build long term relationships with my clients through values of honesty, respect and compassion. Your financial goals are what drives the advice I can provide and your interests as my client are paramount to me.
Everyone can benefit from financial advice - you just have to get the ball rolling. By putting a financial plan in place, it can benefit you in the future and can be tailored to your specific needs. Please do not hesitate to make contact with me for a confidential chat about your financial needs at a time that suits you.
There’s a common misconception that you don’t need a Financial Planner unless you have a lot of money. I want to be able to demonstrate the value that personal financial advice can provide – I believe that something can always be done to put you in a better position. For most people, financial planning covers a range of topics which are overwhelming, confusing and can often fly under the radar. My focus is to analyse these areas and educate you by translating them into a language which can be understood to a point where you’re comfortable.
It’s never too early to start planning for the future. Financial Planning is so relevant to every life stage and the sooner you make the time for us to help you hone in on your goals and objectives, the quicker you will reach them. It’s easy to set and forget - By implementing a plan, you’re investing in your future and enabling us to continually review this for you as your circumstances change to provide you with the best possible outcome.
Sovereign Wealth Solutions Pty Ltd, ABN 64 152 176 362 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706
Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.
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