As the Director of JMT Wealth Management, I aim to understand every client’s unique financial position and objectives so I can develop strategies that perfectly match the client to their goals. I achieve this by analysing a broad spectrum of investment, superannuation and insurance products to provide true value to my clients that helps them realise financial stability.
I seek to build close relationships with my clients so I can become their trusted adviser and be part of their ongoing financial success.
- The services I provide are:
- Investment and Portfolio Management
- Risk Management & Insurance
- Self-Managed Super Funds (SMSF)
- Cashflow Management
- Debt Management
- Retirement Planning
- Estate Planning.
- How I can help Fresh members:
I have a vast network of professionals, that I can provide connection and referral opportunities to. Also as I run a holistic financial planning practice I can provide beneficial solutions to a large range of clients no matter their stage of life.
- The main business categories in my network are:
- Mortgage Brokers
- Financial Specialists
- Estate Planning Specialists
- My target market is:
- Legal Professionals
- IT Professionals
- Mining & Mining Engineers