JOE

Joe has specialised in the wealth accumulation and retirement planning profession for over 20 years. His core belief is that by helping one person, he can help many and this aspect of his profession provides him with the greatest amount of satisfaction.

His passion is implementing and managing strategies that enable his clients to grow their wealth in retirement. This enables them to achieve their financial goals as well as those of the people most important to them – their family. As a financial coach and mentor for families, he helps his clients achieve their own Financial Freedom, and for the first time, they realise what is truly possible.

Ideally, Joe likes to work with people who seek a high level of service and commitment from their Financial Adviser. His clients seek strategies and ongoing advice that will significantly improve not only their lives, but also the lives of their loved ones.

Joe has always had a keen interest in investment markets and prefers investing into direct shares. He understands this gives his clients greater control, transparency and flexibility when it comes to making the right investment decisions for them and his interactive style of advising facilitates this for his clients.

Joe’s main areas of expertise include advising on direct shares, self managed super funds, investment management and retirement planning.