Financial Planning is a continual process that ensures your financial strategies adapt over the years to your changing needs. Ideally a financial plan would cover your entire financial situation however there are times when it may be more appropriate to limit it to a particular issue that is of critical importance at the time.
Similarly in some circumstances it might only be necessary to complete Steps 1-4 of the process in order to meet your objectives. We will meet with you face to face to uncover the information that is critical to us getting an accurate picture of your current financial position. In this equally important part of the initial process your adviser will help you to identify and articulate your goals and aspirations.
Similarly in some circumstances it might only be necessary to complete Steps 1-4 of the process in order to meet your objectives. We will meet with you face to face to uncover the information that is critical to us getting an accurate picture of your current financial position. In this equally important part of the initial process your adviser will help you to identify and articulate your goals and aspirations.
Services
John has been in the financial services industry since 1983 and is a CERTIFIED FINANCIAL PLANNER(R) with a Diploma in Financial Planning. John specialises in the retirement planning area and has built a strong loyal portfolio of clients over many years. He is extremely committed to providing quality ongoing service to his clients.
Brenton is a CERTIFIED FINANCIAL PLANNER(R) and an Authorised Representative of Goldsborough Financial Services. Brenton joined the financial services industry in 1990 and since 1997 has been providing comprehensive financial advice to wealth accumulators and retirees alike. After joining Goldsborough in 2000 Brenton became a shareholder in 2005 and a Director in 2016.
Craig completed his Advanced Diploma in Financial Planning in 2013, and is currently working towards his Certified Financial Planner accreditation. Craig has worked in the financial services industry since 2000 and has experience in financial markets both in Australia and overseas. Craig is passionate about providing comprehensive strategic advice to both wealth accumulators and retirees alike, and also acts as Goldsborough's Risk Adviser.
Will has worked in the Financial Services industry since 2001 and brings a wealth of experience in both equity and debt investments. He holds a Bachelor of Applied Finance and a Diploma in Financial Services (Financial Planning); he is also an AFP member of the Financial Planning Association.
I focus on developing a strategy and offering my clients all the information they need to feel comfortable with their financial direction, be it in superannuation, a specific asset investment or a general matter such as estate planning.This involves understanding their current situation as well as their long term goals and most importantly listening to what the client really wants.
I focus on developing a strategy and offering my clients all the information they need to feel comfortable with their financial direction, be it in superannuation, a specific asset investment or a general matter such as estate planning.This involves understanding their current situation as well as their long term goals and most importantly listening to what the client really wants.
Sam has worked in the financial services industry since 2001 and is a CERTIFIED FINANCIAL PLANNER(R). He joined Goldsborough in 2005. Sam enjoys the flexibility within Goldsborough to tailor individual financial strategies suited to each particular client, as we hold our own Financial Services license and are not restricted to any one particular product provider.
