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?
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.

Carol Roberts