Craig’s methodical, considered approach to financial planning has always been popular with his clients. His extensive skill and experience allow for optimised outcomes by setting the best plan for individual circumstances.
Craig’s goal is to educate and empower clients by simplifying complex matters into easily understood options.
Craig's expertise:
- Retirement planning
- Aged care
- Investment advice
- Managed investments
- Gearing
- Cashflow and debt management
- Tax planning
- Personal risk insurance
- Business protection insurance
- Direct equities
- Margin lending
- Superannuation
- Self-managed superannuation funds
