Understanding a client’s personal circumstances and needs enables Helen to create and develop strategies to meet their financial objectives.
This includes all aspects of wealth creation including self-managed super funds, strategic asset allocation and modelling to ensure goals are on target and achievable.
Helen is driven by results and seeing her clients succeed gives her energy to help new clients reach the lifestyle they desire. Helen knows it is never too soon to aim for financial independence.
Helen has a Bachelor of Accountancy, is a qualified CPA with the Financial Planning Specialisation, is a SMSF Specialist Adviser and a Certified Financial Planner.