- Financial Planning Services
- Life insurance
- Managed investments
- Cash flow management
W B Financial
I provide strategic financial planning advice to young professionals to position them for future financial success. I am particularly adept in the areas of life insurance, managed investments, superannuation and cash flow management.
– Educate clients on financial literacy and have them formulate a vision of what financial success means to them.
– Prepare formal client advice document in the form of a Statement of Advice (SOA)
– Ensure clients have a strong degree of comfort throughout their financial life through constant interaction, education and advice.