Qualifications
& Memberships
- Dip FP
- CFP
Areas of
Expertise
Corporate superannuation
Insurance
Investments
Retirement
Superannuation
Having been in the industry for over 25 years, I have the experience to guide you through all stages of your financial journey. Budgeting, saving for a house, accumulating your superannuation, planning for retirement, investment, risk insurance planning and claims management. We strive to make the complicated simple and easy to understand.
Rick's ideas of Financial Freedom
Financial freedom to me is being able to focus on the journey and not the destination. The ability to experience everything life has to offer without financial stress can be achieved with planning and consideration.
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