NEXT CHAPTER – Financial Planning
As Financial Planners, we make it our personal goal to understand you as a potential client. We need to understand who you are, what is important to you and your family, what your future looks like and any risks that could impact on your ability to meet your goals.
Mel Nicholson:
As a financial planner and mortgage broker, my passion lies in guiding clients towards financial wellbeing. I believe in a holistic approach, understanding that each client’s financial journey is unique. My role involves more than just crunching numbers; it’s about building trust and fostering long-term relationships.
I take pride in educating clients about their financial options, helping them make informed decisions that align with their goals. Whether it’s planning for retirement, managing debt, or securing a mortgage, I am dedicated to providing personalized advice tailored to each client’s needs.
My commitment extends beyond transactions. I strive to empower clients with the knowledge and confidence to navigate their financial futures. Seeing clients achieve their financial milestones and gain peace of mind is the most rewarding aspect of my job. Ultimately, my goal is to be a reliable partner in their financial journey, ensuring their financial health and prosperity.
David Maddern:
I have been involved within the finance industry for the best part of 35-years. I was employed with BankSA from 1982, when I started with the old Savings Bank of South Australia, at the branch in Streaky Bay. In 2000 I joined the BankSA Financial Planning team and completed my studies with a Diploma of Financial Planning.
In 2014 I chose to move away from the Bank advice channel and into my own business. This was a tough decision to make after 32-years with one employer, however I felt it was time to move away and run my own business enabling me to concentrate on old fashioned “services” to my clients.
I pride myself on the ability to explain the complex in easy to understand terms, often using diagrams. My client base is throughout the Adelaide Hills, Southern Fleurieu Peninsula, Southern Suburbs and Kangaroo Island.
I can help you create and implement appropriate financial strategies to improve your financial position, whether that is savings for retirement, moving into retirement or placing appropriate insurance to cover the risk of death, disablement or illness.
General Advice Warning
The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs,
circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances.