DIRECTOR, CA, SENIOR FP, SMSF SPECIALIST ADVISOR
Specialisation: Aged Care Planning, Retirement Planning, Investment Advice, Self Managed Super Funds, Superannuation and Wealth Creation
Being a little bit different, but all the better for it, Suzanne is a qualified Financial Planner and Chartered Accountant. Suzanne has been providing accounting and taxation advice to business and high wealth net clients since 1992 and financial services advice to clients since 2003. She is passionate and dedicated to assisting her clients achieve their financial goals, whether they are business or personal. Her strong background in taxation and superannuation complimented the financial services that she could offer, assisting all of her clients greatly on many different levels.
Suzanne is one of the only planners in Canberra giving specialist advice in Aged Care Planning. She identified the necessity for aged care advice when a close family member required assistance and there was no easily assessable complete advice available especially with regards to how to structure their assets/income to achieve the most favourable result for the family unit. Not only are clients faced with time constraints to locate an aged care facility, there are also a number of other factors to take into consideration including Centrelink benefits, Aged Care assistance packages and Estate Planning issues that all need to be addressed.
In Suzanne’s spare time – which is not very often with a successful business and a family – she enjoys trail riding horses and spending as much time outdoors as possible.
Learn more about Shield Wealth and Suzanne. http://www.shieldwealth.com.au