As a basic principle, for a successful financial planning outcome you should spend less than you earn, but financial management is more complex than that. With thirty years experience in my own business as a Chartered Accountant and Tax Adviser in Taree, together with ten years prior as a management accountant with BHP I have the experience and technical expertise to work with you analysing your business, structure and tax position to ensure you maximise your cash flow.
Income is the basis for successful wealth creation. Maximising and measuring your cash flow and budget will ensure you have the funds to invest for wealth creation.
I will work with you and provide strategic advice on a range of financial problems that you encounter whether it be asset purchases, loans, business improvement, Centrelink etc.
You tell me what your lifestyle goals and objectives are and as your coach we will work together to achieve them.
