Carey is a highly skilled and dedicated financial adviser with over 18 years of experience in providing personalized financial planning and wealth management solutions. Carey is committed to helping individuals and families achieve their financial goals through strategic advice, market insights, and tailored financial plans. We aim to empower you with the tools, strategies and confidence to make informed financial decisions that align with your goals.

Whether you are planning for retirement, struggling with Centrelink applications or wanting investment advice, I am here to guide you every step of the way.

ADVICE I SPECIALISE IN

• Superannuation strategies
• Retirement planning, including Income Streams, Pensions and Annuities
• Personal Risk Insurance
• Budget and Cashflow Management
• Investment planning
• Centrelink benefits
• Self-Managed Super Funds

In addition to financial planning services, Carey is also authorised to assist you with advising and implementing loan products such as home loan, investment property loans and personal loans. We can offer a range of advice and solutions depending on your needs, including working out your capacity to borrow, buying or building your first home, refinancing your existing home, building a new property or purchasing an investment property! We can help with your finance needs.

LENDING PRODUCTS

• Home Loans
• Investment Property Loans
• Secured & Unsecured Personal Loans