Financial strategy for Boomers and aged care costing and budget management for Boomers and beyond
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Education Seminars

Do you find that understanding superannuation, investment and retirement options is a “minefield” that no one ever explained clearly enough for you to understand?

Do you realise you need advice on financial matters but don’t understand enough yourself to trust anyone?

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Financial Strategy Advice

The Finance Boomer believes you need to understand how you invest your money, either inside superannuation or independently of superannuation.

We provide personal strategy advice for you by working closely with you to understand your goals pre and post retirement.

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Meet our team:

Carol Roberts

MComm(Prof Acct)
Dip. Financial Planning
Aged Care Specialist,
SMSF Specialist Advisor™