Empowering Your Financial Future
Our mission is to foster collaboration, mutual respect, and trust. We aim to be your dedicated partners in your financial journey, empowering you with the knowledge and understanding of your investment structures to help you achieve your financial goals.
We work collaboratively with a genuine and trustworthy approach, always prioritising your best interests. Our goal is to empower you with financial knowledge, ensuring you leave every interaction better informed than when you arrived.
About Michelle Abela
Authorised Representative 1267997
Michelle has over 15 years of experience in the finance industry and holds a Bachelor of Business in Financial Planning from RMIT.
Specialising in aged care financial advice and pre-retirement and retirement planning, Michelle is dedicated to providing expert guidance tailored to each client's unique circumstances.
Our Culture
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High level of personalised service
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Attention to detail
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Collaborative approach
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Dedication to financial education as a means of empowerment
Our Goals
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Clear and concise communication
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Focus on solving financial problems
Our Values
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Building strong relationships with clients
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Forming lasting partnerships
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Fostering a trusting relationship
Our Decisions
We prioritise solving problems, answering questions, and enabling informed decisions. We ensure our clients can sleep well at night, knowing their financial future is in good hands.
How We Achieve This
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Leveraging expertise and advanced tools
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Listening to identify your needs and objectives
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Providing tailored recommendations and advice
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Building and nurturing client relationships
Our Approach
We are passionate about helping people and solving problems. Through professional advice and guidance, we aim to financially educate our clients. Understanding each client's unique circumstances allows us to build strong, supportive relationships.
Our Aged Care Advice process may differ depending on the level of service you require. Here’s a detailed breakdown of our approach:
01
Let's chat
We offer a complimentary initial meeting to discuss your financial advice objectives and how we can assist.
02
Get to know you on a deeper level
We examine your current financial position and personal circumstances to identify your financial objectives and goals. We also develop an understanding of your risk tolerance to ensure our recommendations align with what you are comfortable investing in.
03
Develop your strategy
We meet to discuss various strategy options and work together to agree on a financial strategy tailored to your needs.
04
Implementation of your strategy
Once the Statement of Advice is accepted, we proceed with the implementation, ensuring that all aspects of your strategy are effectively implemented.
05
Review of your strategy
Each year, we will do a full review of how you are tracking and adjust the plan to suit your changing needs.