You've been referred to us by someone who values what we do, and we couldn't be more honoured. They believe we may be the right team to help you with your financial journey.
Whether you're looking to refine your current financial plan, explore new options, or simply gain clarity and confidence in your financial future, we're here to support you.
Let's start the conversation and see how we can help. Reach out to us today for a no-obligation chat with our financial planner, Michelle.
Whether you're looking to refine your current financial plan, explore new options, or simply gain clarity and confidence in your financial future, we're here to support you.
Let's start the conversation and see how we can help. Reach out to us today for a no-obligation chat with our financial planner, Michelle.
|
About Red Diamond Wealth
Red Diamond Wealth has the expertise and resources to help you reach your goals and aspirations. We pride ourselves on assisting you to define and achieve your financial goals to live the lifestyle you choose. We do this by helping you create, grow and protect your wealth. About Michelle Jones
Michelle has been working in the financial services industry for over 11 years, providing advice since 2017. Michelle's qualifications include a Bachelor of Commerce (majoring in Accounting and Finance) and a Graduate Diploma of Financial Planning. She is a current member of the Association of Independently Owned Financial Professionals (AIOFP) and is a Justice of the Peace (Qualified). About Our Services
Comprehensive Financial Advice Tailored strategies to help you achieve you financial goals, both short and long-term Superannuation Strategies to maximise your superannuation benefits and plan for a comfortable retirement. Retirement Planning Personalised plans to ensure financial security and peace of mind in your retirement years. Aged Care Guidance to navigate the Aged Care options, ensuring the best choice for your circumstances, to manage the cost of aged care fees, including accommodation and daily fees. Risk Insurance Protecting your income, assets and family with appropriate insurance solutions. Taxation Strategies Minimising your tax liability with effective, compliant financial strategies. Centrelink Benefit Advice Assistance in maximising entitlements such as Age Pension and other support. Estate Planning Ensuring your wealth is preserved and transferred as per your wishes. Cashflow/ Debt Management Practical solutions to help you take control of your finances, helping you manage and pay debt effectively freeing up resources for future goals. |
|