GAME PLAN

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Is this you?

Planning ahead

Big financial decisions can feel like you’re diving into a black hole of uncertainty. Our job is to take care of the details while you kick back and focus on the important stuff! So what kind of issues do we help our clients through?

Planning for a baby
Planning for a baby
Planning for a home purchase
Planning for a home purchase
Thinking about retirement
Thinking about retirement
Received an inheritance
Received an inheritance
Thinking about the future
Thinking about the future
Starting a business
Starting a business
Scenario

Planning for a baby

  • How long do you plan to take parental leave for?
  • Will your employer provide any compensation during this period?
  • Any government benefits you’ll be entitled to?
  • Will one or both of you reduce your working hours even after paternity leave?
  • How will you fund childcare costs?
Planning for a baby
Planning for a home purchase
Thinking about retirement
Received an inheritance
Thinking about the future
Starting a business

Families

  • You own your own home with a mortgage, but would like to pay this off ASAP.
  • Your kids are growing up, and you’re starting to think about the next chapter of your life.
  • You’re earning good money but struggling to get ahead.
  • You’ve been procrastinating on getting your finances organised
  • You want to leave a legacy for your children.     

     

Entrepreneurs

  • You’re self-employed, running a successful business, but struggling to find time to manage your household finances.
  • You have a demanding personal life and other priorities to balance. 
  • You want clarity on what you should be doing with your surplus income.
  • You are time poor and unsure if you’re doing the right thing.

Professionals

  • You’re making good money having earned your stripes your profession and need support optimising your financial choices.
  • You’re renting but would like to purchase your own home.
  • You’re not sure if you should be investing or saving for a deposit and you’re unclear about your options. 
  • You don’t know where to start and need guidance to build a robust financial foundation.
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”.