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Let us find the Best Financial Planner for your Needs and Situation.
Olivia Maragna is one of Australia’s most respected financial experts. She was featured on Channel Nine in the headline story of the Federal Budget with Ross Greenwood and Laurie Oakes and was invited by the ABC’s 730Report as a panel expert leading up to the last Federal Election.
Olivia has been recognised as a driving force in the finance industry and has been named one of the top 10 most financial influencers in Australia, sharing the list with the likes of David Koch, Ross Greenwood, Alan Kohler and Mark Bouris.
In 2003, she co-founded Aspire Retire, one of the industry’s highest award winning financial advisory firms, servicing clients Australia wide.
Olivia has made a habit of breaking through barriers and has been presented with a Hall of Fame Award for Business Achievement, awarded 2020 Australia’s top Financial Advisers for a second year in a row, the Australian Financial Review’s Top 10 Emerging Leaders for 2014, the WIFS 2013 Financial Planner of the Year and the 2012 AFA Adviser of the Year.
In a career punctuated with Australian ‘firsts’ and major business awards including the Young Business Woman of the Year, MYOB Business of the Year and the AFA Australian Female Excellence Award, Olivia has always been driven by making a difference to her clients.
In recognition of her business achievements and community involvement, Olivia has been chosen as one of eighteen of Australia’s most inspiring female leaders in the Leadership in Focus Forum and represented Australia in a Global Forum in Switzerland.
She is a sought after speaker on money and business across the country at various national/international organisations and currently serves as a judge for the Telstra Business and Women’s Awards.
Olivia has been featured on the front cover of 7 National magazines and has been published/featured in hundreds of articles in mainstream media across TV, print and radio.
Aspire Retire is privately owned and does not have any alliances with big corporations. Operating without commissions, Aspire Retire’s fee model is not linked to percentages or values of investment monies and instead charges agreed flat dollar fees based on the services their clients’ require.
Level 6, 345 Ann Street, Brisbane Qld, 4000
CERTIFIED FINANCIAL PLANNER®
Are you a professional or Executive who is an expert in your field, but not your finances?
Are you a senior public servant with Public Sector Superannuation (PSS, CSS and PSSAP)?
Are you looking to invest in a diversified, professionally managed portfolio?
In retirement and wanting to manage investment risk?
Are you a successful business owner who has been in business for a while?
If so, then Gianna is likely the best financial planner in Canberra to help you reach your goals.
Irene, Academic – “Gianna is the best financial advisor of three that I have known. She has skilfully determined the optimal strategies to maximise our retirement income, providing my husband and I peace of mind about our retirement. I wish that I had met Gianna years ago!”
Rob, Business Owner – “Gianna has helped my wife and I get our financial life back on track when we never would have ourselves. Gianna was also an essential team member helping our small business survive through Covid Lockdowns/closedown period. Gianna is professional and personable”
Tim, Accountant – “Gianna has given me advice since I had a career change and was contemplating a redundancy payment. Gianna is always very prompt in responding to my questions and takes an interest in understanding my life goals as part of getting a full conversation on how my family and I could structure our finances that was aligned to what we wanted. I have always found Gianna to be an extremely good listener and she complements that with good advice which is always very well explained so that I am comfortable in making decisions, backed up by her technical and industry knowledge. Gianna is always prompt, courteous, and extremely professional and it is a pleasure having her as our financial adviser.”
Areas of Expertise
A trusted relationship
Her approach is different. She doesn’t try to be all things to all people. By keeping her client list low she can spend more time getting to know you, understand what you want to achieve, and be there when you need her help – now, and long into the future.
She has 20 years’ experience in financial services and was recently nominated for the prestigious 2021 Women in Finance – Financial Adviser of the Year Award and the IFA Excellence Award – Goal Based Adviser.
She is also an expert in PSS and CSS whereby her expertise is sought after by senior-public servants who want the right advice regarding their complex defined benefit scheme. She is also approached by other financial planners for her knowledge!
Running a business? She does too! She understands the added complexities of running a business – hence she considers the whole balance sheet when providing advice.
All meetings are offered via Zoom or in person at her Canberra office. Gianna and her financial advising team have clients nationwide due to their flexible services.
Gianna collaborates with other trusted professionals such as lawyers, accountants and mortgage brokers – saving you time and hassle.
Gianna and her team offer a range of bespoke financial planning services from the premium Private Wealth Program, to scoped advice. But first, Gianna may invite you to a 90min Discovery Meeting. You can read more about her services and fees via her website.
Book your complimentary 15min chat today.
Office – 1 Parbery Street, Kingston, Canberra, ACT, 2604
True Diamonds Financial Pty Ltd is a boutique financial advisory firm located in Varsity Lakes, Gold Coast.
At True Diamonds Financial we take pride in being financial planning professionals and are highly qualified with the skills to meet your ongoing financial planning needs, as well as the expertise to keep abreast of the ever-changing financial landscape. With clear, jargon-free advice, we will guide you through a process designed to help you achieve your financial and lifestyle goals. We work with you to establish where you are now, what you want to achieve in the future, and what you need to do to turn your financial goals into reality. With a deep understanding of the opportunities available, you will be well positioned to make informed financial decisions every step of the way.
With over 14 years’ experience in the financial planning industry and being a licenced financial adviser since 2013, Rachael has been helping her clients reach their lifestyle and financial goals through honest, strategic personal advice. She is committed to providing an outstanding service to her clients through building long term sustainable relationships, and strives to provide her clients with peace of mind throughout their life journey.
We offer in-depth knowledge and advice in the following key areas
We welcome you to contact us on 0417 227 132 or at [email protected] for an obligation-free initial consultation at no cost.
Suite 1, Level 2, 21 Lake Street, Varsity Lakes, QLD 4227
Senior Financial Adviser
Alison Greenwood has been a Financial Adviser for nearly 30 years and prior to starting her own business, worked as a Principal in an accounting firm.
Alison is a certified financial planner and has nearly completed her Master’s of Financial Advice. Her major in Psychology has been beneficial in helping clients understand money and in setting their financial goals.
Alison is able to advise in all areas of financial planning from retirement planning, Self Managed Superannuation Funds, personal insurance and Centrelink entitlements.
Alison enjoys developing relationships with clients and working with them to ensure they have the right information and appropriate strategies that are updated with regular review.
L2, 100 Melville St, Hobart, 7000, TAS
Sally holds a Bachelor of Business degree from Griffith University and was the top graduate from her year. She holds a Diploma of Export Management, a Diploma of Financial Planning from Deakin University and the internationally recognised Certified Financial Planner® practitioner designation, the highest certification for financial advisers in the profession.
Sally prides herself in providing exceptional personalised services to her clients. She partners with successful hard working families, business owners, executives, busy medical professionals and separated spouses to make the most of their financial future.
“Sally approaches my finances with skill and overall competence that I value enormously. She is always readily available to answer my questions and responds to them quickly and fully. She always explains my financial matters to me in clear and easy language and gives me realistic future options to consider. I find her intelligence in dealing with my finances very reassuring – it is one of her great strengths.” Dr Frances Jenkins Ashgrove, Brisbane
Level 13/240 Queen St, Brisbane QLD 4000
Principal Adviser – Certified Financial Planner CFP
Debra has 20 years experience as a Certified Financial Planner and Principal Adviser with CG Gold. Working with Self Managed Super as well as individual portfolio clients, Debra has a wealth of experience developing strategies that are tailored to individual client circumstances. Working with high net worth clients, investors, business owners and professionals, as well as retirees and SMSF, Debra has developed strong long term connections with her clients over many years. Debra was the winner of the 2015 Value of Advice Award, (SA &NT) and Runner Up in 2017.
Education, knowledge, experience, personal service, strategic advice and a committed team of advisers, para-planners and support staff ensure that you will get the service you seek, and a strategy based on your specific needs. It’s about you, and your financial future.
Debra says “At CG Gold, the client is at the centre of everything we do. With so much change, and with recent events over the last couple of years, it has never been more important to have a focussed financial strategy, putting you – the client – in a strong position to face the future with confidence”.
Debra has been involved with the Cancer Council for some years, providing pro-bono financial advice to Cancer sufferers and their families. When not working or studying, Debra loves to travel (when possible), and spend time with family and friends, and enjoying the benefits of living in such a great city, in the best country in the world.
Graduate Diploma Financial Planning, (Griffith University).
About CG Gold
CG Gold have been providing full service financial planning, investment and life risk service in Adelaide and the Hills for over 20 years. Our team of Advisors, para-planners, accountants and support staff are here to help you build the financial life you are looking for. All our staff are tertiary qualified and continue to build on their education and skills. We are a CFP practice.
We have helped clients achieve some great outcomes, and have stood beside them during the challenges they have faced, and the difficulties of global events such as the GFC, and now the COVID19 pandemic and its impact on markets and portfolios.
163 Halifax Street, Adelaide SA 5000
Debbie has over 20 years’ experience as a financial planner and is passionate about assisting people in reaching their full financial potential.
As the owner of a boutique practice – Rise Advice Pty Ltd – Debbie is able to personalise her service to ensure she meets her clients needs and they are treated as an individual with unique goals and aspirations.
Debbie has deliberately avoided positions at large financial institutions throughout her career, as she truly believes the personal touch adds real value, and she has built this ethos into the core of her practice
There are two mantra’s Debbie repeats to her clients – Education is Power – she seeks to not only assist clients in their financial journey but also help them to learn financial concepts and principals along the way.
The second is Money is a Control Relationship – either you control it or it controls you.
Helping people reach their full potential permeates every aspect of Debbie’s life – both professionally and personally.
She, along with her husband, is an emergency and respite foster carer, has been involved in mentoring young girls from domestic violence backgrounds and was heavily involved with a charity rescuing girls from (or at risk of) sex trafficking.
Certified Financial Planner (CFP)
Graduate Diploma in Financial Planning (Grad Dip FP)
Diploma in Financial Planning (DFP)
Life Risk Specialist (LRS)
Self-Managed Super Fund Accredited Specialist
Securities and Derivatives Specialist
Member of Financial Planning Association of Australia (FPA)
Louise has been involved in financial planning since 1989. Over that time she has helped countless people imagine and then build a brighter financial future for themselves and their family. Over three decades since she began her career, she still derives enormous satisfaction and is passionate with assisting her clients achieve their financial goals.
Louise joined Financial Lifestyle Managers in 2004 after working for both AMP and Westpac. She immediately fell in love with the business – so much so that she bought it in 2006. In 2012, after six years of growing the client base and helping hundreds of people build a more secure financial future, she merged with FMD. After 2 and a half years She then began a new business in April 2015 and re-started Financial Lifestyle Managers, to enable her to concentrate again on helping clients achieve their dreams.
No matter what life stage you are in, Louise understands that nearly all your major decisions require a financial commitment. Whether it’s planning for retirement, accumulating wealth, going on a holiday or paying off the mortgage quicker, all of these decisions are impacted by your financial resources.
Louise will help you manage these financial resources to ensure your lifestyle is as good as or better than you ever imagined it could be.
The benefit to you is that she can aim to save you tax, ensure you are invested correctly and maximise any Centrelink entitlements. More importantly, she can help reduce your financial stress.
Louise will tailor a solution to suit your financial future no matter what life stage you are in – Start-up mode, Wealth Accumulator, Pre-Retiree or Retired.
Suite 7, Level 1, ‘Capri on Via Roma’, 15-21 Via Roma, Isle of Capri, QLD 4217
Director – Wealth Advisory
One of the longest serving employees at William Buck Adelaide, Janine has been providing honest, empathetic and direct advice to her clients for more than 20 years. She gets the biggest kick out of helping clients achieve their financial goals, such as watching them pay off their home loan or build up their savings.
With a genuinely caring nature, Janine strives to provide clients the best service she can offer, but doesn’t shy away from providing candid feedback when it’s required. “I get excited for my clients when things are going well, but at the same time I can be hard if it is in my clients’ best interest.”
Janine’s primary role is advising clients on investment strategy, implementation and management, and her client base is made up of high-net-worth individuals, retirees, executors of estates, trustees of superannuation funds and protected estates. Her other areas of expertise include Aged Care strategies, deceased estate administration and retirement strategies.
Level 6, 211 Victoria Square, Adelaide SA 5000
About William Buck Wealth Advisors
William Buck Wealth Advisors are one of South Australia’s largest locally owned wealth advisory practices and can provide advice on a wide range of investments and strategies – with direct and unmatched investment capabilities. They are the financial planning arm of reputable accounting firm William Buck, providing trusted wealth advice to South Australians for over 20 years (AFSL 230637, Australian Credit Licence 230637).
I am a Financial Advisor at Northeast, a unique financial planning firm in Melbourne.
I chose my career because I love helping people to get the most out of their lives. Although money isn’t the key to happiness, understanding how to manage money brings enormous peace of mind, and offers opportunities to live life in the way that matters most to you.
I’m passionate about educating myself and my clients. Personally, this means holding a Bachelor of Commerce, completing further studies in Financial Advice (including FASEA), being a registered Tax Agent with the Tax Practitioners Board, and being a member of the Financial Planning Association. For my clients, this means educating them to make better independent financial decisions, getting clear on what they’re looking to achieve, and providing continued support and coaching through our ongoing relationship.
Having worked as an advisor at a ‘Big 4’ bank, I’ve seen firsthand that advice can all-too-quickly become about just selling products. This style of advice is disturbingly common, and I’m very proud to say that our business couldn’t be further from this approach.
My advice starts with a deep interest and understanding of your money, your passions, your goals and your challenges. After getting clear on you, I’m focused on the specific strategies that will provide meaningful progress toward achieving your goals and ultimately, living life on your terms. Achieving the best financial outcomes is a result of taking a holistic view of your situation, which is what we do best.
Great financial advice shouldn’t require you to relinquish control of your money. Quite the opposite – you should feel empowered to make better decisions with the right team to support your biggest and bravest goals. It’s for this reason that my clients are regularly telling me that they’ve learned so much about their money and how to make better financial decisions.
Northeast is a privately owned business, which offers advice on a fee for service model. This means they’re not aligned with any product providers, and you’re not at risk of being charged any fees that you’re unaware of. They’ve done their best to remove the noise and the conflicts so that you can rest assured your advice will be highly personalised, with your best interests at heart.
Let Us Help Connect you with the Best Financial Planner for your needs.