Andrea Elmargi, AFP®

With over 20 years’ experience in the financial services sector, I’m proud to have helped many of our clients achieve peace-of-mind and realise their best possible wealth solution strategies. I have assisted many clients; their families and businesses achieve their goals by having a deep understanding of their needs and what is important to them. I pride myself to be the go-to person for my clients for financial guidance, education and personal financial advice. I assist clients with the following: -Optimising their wealth accumulation and retirement savings e.g Superannuation -Optimise their broader financial situation, -Protect their wealth and family financial future e.g right insurance cover, set up kids on their right path, plans for their estate. -Navigate major life events e.g. Birth of child, divorce, downsizing family home, age care, deceased estate. - Understand their retirement needs and cashflow requirement in retirement, Centrelink benefits and respond to legislation changes. - Help them develop and implement their financial plan to provide a comfortable retirement. To help them feel confident about their retirement plan progress and staying on track. Key values: • Client’s needs are met first. • Deliver my services with high integrity and care for my clients, community and industry. • Challenging myself and others to think differently about complex problems and challenges, to identify a true breakthrough solution.

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