- Do you have clear financial goals on where you want to be in 5 and 10 years time?
- Are you confident the path you’re on at present is going to get you there?
- Are you confident the financial decisions you’re making at the moment are going to ensure you reach your highest wealth potential?
- Do you have someone you trust to ask all those tricky wealth planning questions?
- Do you sleep well at night knowing you have adequate protection and measures in place to protect your finances now and in the future?
At EASE we often get clients who ask these questions.
James is a Certified Financial Planner who specialises in helping to grow and protect his clients’ wealth. He started his career at RSM Bird Cameron in Perth before working with Westpac Premium in Melbourne. Today James works under Viridian Advisory who are a growing wealth management company that have their own financial services license.
If you answered any of the above questions with a ‘no’ or ‘not sure’ I invite you to take up a complimentary meeting with James to discuss your individual position.
At this initial meeting you will get to know James and see if you are comfortable working with him and his services. He will learn holistically, about your needs, objectives and aspirations to provide some feedback and a proposal on how best to get you on track. This will include presenting a range of strategies to assist you.
James’s areas of specialty are retirement planning, personal insurance, investment management and wealth strategies.’
If you’d like to contact him direct his phone is 0404 088 141 and email firstname.lastname@example.org.