Oratah Financial Planning

Oratah Financial Planning

It is important that you find a financial planner who you can relate to and trust. Developing a close, one-on-one relationship with your planner allows you to discuss your needs and expectations as they change over time and determine when and how strategies should be adjusted.
Kent's primary focus is to help you achieve your life goals. He specialises in customised financial planning strategies that build confidence in attaining financial success. He works in partnership with you to offer sound financial advice and proven strategies designed specifically with your needs and goals in mind. He takes the time to explain the options available to you so that you can make informed decisions about your future.
Kent's qualifications include: Bachelor of Commerce, Advanced Diploma of Financial Services (Financial Planning), and Certificate IV in Mortgage Broking. He is a member of the Financial Planning Association of Australia and is currently completing his Certified Financial Planner qualification, the highest designation for financial planners globally.
Kent offers to help you:
- Manage your wealth by helping you better understand your cash flow and debt.
- Minimise your risk by assessing your insurance coverage and recommending solutions.
- Grow your wealth through investment portfolio management and tailored planning strategies.
- Achieve your retirement goals by carefully assessing your current and future needs.
- Preserve your wealth and create retirement distribution strategies.
- Develop an estate plan to make sure your family needs and financial goals are met.
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