Hillross

Jaime Donaldson
Financial Advice professional
The Wealth Studio. 22 Earl Street, LAUNCESTON, TASMANIA 7250

Listening to the client to gain a clear understanding of their value, priorities and what it is they want to achieve is important to develop a great strategy.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Masters of Financial Planning
  • ADFS (FP)| Advanced Diploma of Financial Services
  • AFP® Financial Planners Association
  • Financial Ombudsman Services Limited Membership

Areas of
Expertise

Investments
Retirement
Strategic Planning
Superannuation
Wealth Creation

Jaime has been in the financial planning industry for more than 20 years and has helped guide clients through good and bad times. She is committed to tailoring financial strategies to achieve your personal goals and objectives and has vast experience in dealing with pre and post retirement issues including Centrelink and Aged Care. Jaime holds a Masters of Financial Planning and has received awards for her technical knowledge, she is commitment to continue professional education to excel in the ever changing financial planning profession.

Jaime’s work ethic as a Financial Adviser – People are living longer, which means there is a need to develop personal assets and master new skills to stay relevant not only in earning years but well into retirement. Jaime firmly believes that real progress is made when focusing, prioritising and perhaps most importantly maintaining a personal balance. Creating long lasting change is different than a goal. How people manage that personal balance is different for everyone “Everyone has different needs to feel energised and fulfilled. Ultimately, it’s about helping our clients to be the best they can be.”


Jaime's ideas of Financial Freedom

To work because I want to, not because I have to.
Maintain a work/family balance


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