Summary

Mitch is the go-to person for financial planning and business succession advice. Solutions focused, he provides a practical approach to advice and ensures clients know there personal cashflow position, baseline and stress test it against future goals and unexpected health events that life can often deliver. Strategies often include building in contingence plans for ‘what if’ scenarios which assist clients stay on track to reach their personal or business potential, even when life throws a curve ball at them. Mitch takes the complex and makes it simple, providing clients more control, clarity and delivering a partnership they seek from their trusted adviser.

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Pro Bono Advice
• Retirement Planning
• Superannuation
• Wealth Management