General Financial Assistance

Service Description

Trish is a retired financial planner...that means she doesn't have a licence to give personal advice. However she has a head full of knowledge going to waste. She is therefore happy to help people understand their options and how superannuation or investments work, in "normal speak"...ie take out the jargon and let you understand what is happening and you can then decide the best way to proceed. If you need more personal advice, we can refer you to our trusted Financial Planning partners Robins Financial Planning