As a qualified financial adviser, Josh helps his clients to convert personal goals (things that they want to do in life) into financial goals (the money that they require to do those things) and then works alongside them to put in place strategies that are designed to help achieve those goals.
Josh has more than 7 years of industry experience and holds a Graduate Diploma in Financial Planning from Kaplan Professional. He has a strong focus on continued learning in the Financial Advice Industry and is always interested in finding new ways to improve the situation for his clients.
I would love the opportunity to discuss your goals with you. Book an appointment below.