Financial Planner Profile
Name: Jenny Hotman
Qualifications: Chartered Accountant, Diploma of Financial Planning & Bachelor of Business
Jenny has been working with clients from various stage in life over their accounting/tax/financial planning needs for over 10 years. My specialty is making tax effective investment/structure, minimise tax legally & working with clients towards their financial goals (Major goal is normally to be financially free)
Our first meeting:
We will discuss about your financial goals & formulate a strategy to achieve the goals.
What to bring:
Photo ID, drivers licence, Assets information, Liabilities information, Superannuation, Insurance statements, Investment structures family companies, Copies of Will's, Power of Attorney, Details regarding regular income, Details of any Centrelink entitlements or Any information you may feel relevant.
Why choose us:
We focus on getting you from A to B, and work with you all steps of the way until you reach your goal.
More about me:
I love travelling, love good food/company, also enjoy good exercise (try to exercise more, but then sometimes life happens..)