NORTH OF RIVER FINANCIAL ARE SPECIALISTS IN SUPERANNUATION, INSURANCE, INVESTMENT & STRATEGIC ADVICE.
Our mission is to provide quality financial advice that empowers our clients to make informed decisions and help them plan for the future. North of River Financial is privately owned.
Based in Joondalup, Western Australia, with over 20 years experience helping the people of Perth build and protect their wealth and lifestyle, you can be confident you are in good hands.
We make use of the latest technology to help you access and manage your financial portfolio, and other useful information, at a time that suits you, not us.
The financial arena grows more and more complex every day. We help you to cut down the clutter and noise by providing advice that focuses on one key principle. "What do you want and how can we help you get there?"
I have been working in the Financial Planning profession since 1997. My father ran a modest practice and subtlety convinced me that my chosen field of study (Bachelor of Arts majoring in Politics) was probably not the career I was suited for, plus he obviously wanted me to learn the family business. I started by filing, making coffee, greeting clients and being a general "gofer" and worked my way up to being a fully licensed Adviser in 2005.
I have had many experiences while working in this profession. Some highlights including completing my Masters of Financial Planning (MFinPlan) while working full time and still finding the time to travel the world. There have also been some low points, such as processing my own fathers life insurance claim, which turned out to be a more harrowing experience than even I would have expected. Through all these ups and downs I have learned from new experiences and am confident in saying that I have a passion for the Financial Planning Profession and the difference it makes in peoples lives.
I established North of River Financial to specialise in Risk Protection and Superannuation for young professionals, mainly in the Medical field. I understand that efficiency and trust are at the core of peoples needs and use cutting edge technology to help keep in touch with my clients and provide them with a transparent and efficient service at a reasonable cost.
I live locally and enjoy spending my spare time at home with my wife and baby daughter, usually in the kitchen as this is where I find my "Zen". Many of my clients are friends and family as I am always eager to help and I believe they appreciate the honesty and knowledge that can be difficult to find when you are just starting out in life.
Our Process & Pricing
We always start with an initial strategy session to see how we may be of service to you. At this meeting we will agree on a fee going forward. If at this time we do not believe we can improve on your financial situation, we will tell you why and provide some general advice on how you might proceed. This initial meeting is always free of charge.
During the initial strategy session we will outline each step of our process and the estimated costs associated with first developing a plan, implementing that plan and then an ongoing fee to keep things on track. North of River Financial is a fee for service business. We do not charge by the hour, nor do we charge percentage based fees or hidden commissions on funds under management.
Ready to Get Started?
Schedule your Initial Strategy Session and start the process towards growing your wealth today.