Wealth Management Enthusiast in Brisbane, Queensland, Australia | Local service

Wealth Management Enthusiast

Locality: Brisbane, Queensland, Australia

Phone: +61 422 458 799

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• Local service
• Financial planner

13.01.2022 What’s the plan? Part of my advice process is running ‘what if’ scenarios. . What if we bought an investment property AND went on holidays? What if we downsized, could we stop working as much?... . It is one of my favourite parts of the job! And it provides my clients with valuable insights into what their future could look like. #alwaysplanning See more

11.01.2022 See what these muscles are doing? Nothing. Doesn’t that sound like a good Friday plan? #happyendoftheweek #relaxertime #itsbeenabigone #andimsick

07.01.2022 Sometimes....a lot of the time, this is what the pieces of my life look like . Jamming in things that need to fit. And I it. Crazy busy is where I flourish. But I find it hard to budget around these pieces. Cause there’s so many! School uniforms! Teacher presents! New glasses!... Budgeting is often presented as a static thing. But to be effective, it needs to be an active, often visited thing. Checking on your spending, squirrelling for future spending, balancing, shuffling and planning. Always planning. Finding the right tool can be hard, lots of trial and error. But, like the stones, once you find the right one, the right system, everything will start to drop into place, fit. What do you use? Hit me up if you want some suggestions .

05.01.2022 As I plough through further study...... #alwayslearning #upskilling

05.01.2022 Friday funday flatlay. Headed away to see family for the long weekend. Prepping admin tasks for the car ride. I know how to have fun, just ask me. #fridaysareforalliterations