One on One Meeting
Even though Malcolm is a qualified financial planner with over a decade of experience as a planner, in this role he is an educator. Malcolm believes it can be more beneficial to understand your options and learn how to evaluate these options than simply pay a planner to be told what to do. His one on one meeting service helps you to take steps to increase your financial literacy for all facets of your financial situation.
James is an experienced finance professional who has worked for some of Australia's most recognised financial institutions including as a senior financial adviser for the Commonwealth Superannuation Corporation (CSC) specialising in defined benefit financial advice.
Holding a Masters of financial planning and a wealth of knowledge in areas such as retirement planning, cash flow management as well as a deep understanding of the PSS and CSS James is well placed to provide you with the education and coaching you require.