GAME PLAN

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How it works

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Let’s chat!

We spend a lot of time upfront to get to know you, what you value and what your goals and aspirations are.

Map it out

At this stage, we’ll have a fairly clear picture of your current situation, but we want to work with you to further explore what your options are, what you need to prioritise and how to best achieve your goals.

GAME PLAN!

Here, we present you with your personalised Game Plan, which outlines how we plan to set you up to best achieve your goals.

Execute

A robust plan is important, but execution is everything. Let us take care of all the details, so that you can focus on the big picture.

Ongoing Coaching

Life doesn’t stay the same, and neither should your Game Plan. We’ll review your situation to ensure that your Game Plan continues to help you thrive no matter what life throws at you!

Let's get the ball rolling

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No worries! We’re here to answer them.

Check out our FAQs ➜
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If you’re ready to get started, book in a time to have a video call with us to get more clarity.

Book 15 min chat ➜
Bec

Bec

Growing up in Australia to migrant parents, money always meant safety and security to me. Watching my parents handle money wisely also meant watching them unlock possibilities. From giving me and my brother a stellar education to travelling overseas every year and owning their family home, money was simply a pathway to their ideal life.

In 2009, I started an internship at a small financial planning practice. It opened my eyes to the world of financial planning as a genuine career path. It wasn’t just about numbers, it was about people – helping people get unstuck, map out their goals and help them practically achieve them.  I quickly realised, that this was the only thing I wanted to do with my career.

After soaking up 2.5 years of wisdom at the small practice, I then spent the next 13 years in comprehensive wealth management firm for high-net wealth individuals, before teaming up with Alicia to start Game Plan Wealth Advisers, where the adventure continues!

Over my career, I have helped people with a diverse range of needs and I pride myself on my empathetic and down-to-earth approach.

Qualifications 

  • Bachelor of Business (majoring in Financial Planning)
  • Member of Financial Advice Association Australia (FAAA)
  • Registered tax (financial) adviser

Favourite Quote

“Some people are so poor, all they have is money”.