Financial Planner Profile
Name: Michael Kolatchew
Qualifications: I have been in the financial services industry for over 13 years, holding positions as a Financial Adviser, Property Buyers Advocate and Development Analyst.
I started my career as a property searcher and paraplanner for a financial planning firm on Brisbane’s Northside. During this time, I gained a canny ability for identifying both gaps and growth opportunities for our clients.
Through my ongoing involvement in the industry, I noticed very few financial planners had the knowledge or took the time to engage an important part of the population, generations X and Y. Over time, it also became very clear that people, both young and old believe you need to be wealthy, with a huge asset base to benefit from financial advice. This couldn’t be further from the truth.
Having the right long-term strategy is the most important aspect in any financial plan. Utilising the resources you have to maximise your financial future is the best way to become financially secure. You have to know where you want to end up, and my job is simply to figure out how to get you there.
My primary objective is to help you identify the gaps in your financial situation, with the aim to plug these gaps over time, through strategic financial advice.
I help track down your lost super funds, insurance policies, home loans, and the gamut of other financial products that cost you precious time and money. I then align them with your lifestyle, occupation and long-term goals.
Over the years, I have come to realise that no matter where you come from or how you’ve progressed through life to this point, there are always efficiencies and opportunities to be found.
These days, all of the financial advice on google can be easily accessed. However, with so much information readily available, it can be difficult to find a path forward, and even harder to implement an advice strategy. This is where I step in, to provide clarity and guidance. I take pride in delivering a valuable service to my clients, who are also often my friends, family and referrals.