“The greatest thing money can buy is financial freedom.“
Damien Thomas
Jane Powdrell
Director
I am a Financial Adviser, an Authorised Representative of Lifespan Financial Planning Pty Ltd (Lifespan) and an employee/director of Sage Outcomes Pty Ltd, a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd.
I can assist you in meeting your financial planning needs and objectives in these areas, which include Superannuation Retirement Planning , Managed Funds and non-super investments (eg Bonds), Centrelink Advice Estate Planning, Cash Flows and Budgeting and Personal Risk Insurance.
Industry Experience
I have been a financial planner since 1999 and have worked in the financial services industry since the mid 1980’s. In that time, I have provided holistic advice to her clients, encompassing the areas of Superannuation Retirement Planning , Managed Funds and non-super investments (eg Bonds), Centrelink Advice Estate Planning, Cash Flows and Budgeting and Personal Risk Insurance. Financial planning can be complex, but I can provide simple strategies to these sometimes complex situations, so that my clients comprehend the advice and the benefits of it and feel protected and supported.
In my spare time, I enjoy singing in a choir, gardening, reading and anything to do with the beach.
Please get in touch if you would like professional advice on how to best secure your financial future.
Learn how we provide professional advice and solutions to our clients…
First Meeting
Build Client Profile
We schedule a meeting to get to know each other and to learn about your goals and objectives.
We complete a profile of your personal and financial goals. We develop a clear picture of your situation including budget. We discuss our services and make the costs involved clear.
Agreeing on a Service
Preparing and Presenting Advice
Once you agree to work with us, we prepare your specific advice. We analyse possible strategies and potential products and prepare our recommendations for your review.
We present our advice in a Statement of Advice (SoA) or Record of Advice (RoA) document and answer your questions to ensure you understand and are comfortable with our advice.
Implementation
Ongoing Advice
Once we have your permission to proceed, we begin implementing the agreed strategy, placing your investments and making recommended changes.
We review your advice via an Ongoing Advice Agreement, making changes to your strategy as required.