Our aim is to deliver financial advice in a way that is simple to understand without the jargon. At PlanRight Financial Services, we pride ourselves on turning complex financial information into straightforward information that is easy for you, as the client, to process and put into action. We develop a strategic series of events to ensure you have the wealth you deem appropriate for your needs now and into the future. You will also be provided with options and recommendations to protect your wealth and ensure your financial security along your journey.
Principal / Financial Adviser
I am a qualified financial planner with over 20 years of experience in providing financial advice to a diverse range of clientele. I commenced my career with a private Canberra firm in 1999 providing individual superannuation and retirement advice, business succession advice and corporate superannuation advice. I then joined St George Bank where I provided advice focusing predominately in the ‘young family’ and ‘preparing for retirement’ spaces. I have an Advanced Diploma of Financial Planning and a Bachelor of Commerce. I am born and bred in Canberra (go the Raiders and Brumbies!) and outside of work, I am kept busy with family life. I am dad to three young boys who are very active and love to play sport. During any spare time I have, I take the opportunity to play cricket or watch the footy.
If you’re lucky enough to have a bit of cash left over at the end of the month, you might be thinking about how to make the most of it. Is it sensible to put it towards reducing your mortgage, or will it work harder as an addition to your super savings? While they’re both responsible choices, here are a few thoughts that might help you to make a decision.
Super top up
The right decision for you will depend on a few different factors, like when you’re planning to retire and how long you’ve had your mortgage. If you’d like to chat through your options of course I’d be glad to talk.