We’ll work with you to discuss the life you want first and foremost, and then assess how your finances can get you there.
Like most of us, your dreams of retirement probably entail rewarding yourself for the hard work you put in over the years.
By starting your plan for retirement early, we can help you build the financial lifestyle you want and need – and better yet, achieve it.
With a smart retirement plan and clever Financial Planner at hand, you can maximise the money you see in your bank account while you minimise your workload.
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Todd joined the MyState Group in 2001 as a practitioner initially then moving into the Senior Manager position. Todd’s focus is on leading a team that provides advice to clients that is first and foremost always in their best interests. He is himself a Certified Financial Planner (CFP®) and the Tasmanian Chair of the Financial Planning Association (FPA).
Having been in the finance industry for over a decade, her number one financial tip is ‘the earlier you get your Superannuation in shape, the less you need to worry about it over the long term’. She holds her Advanced Diploma of Financial Services (Financial Planning) and is enrolled in a Graduate Certificate in Financial Planning and is working towards her Masters of Financial Planning.
Everyone’s circumstance is unique. As a former teacher Philip listens and communicates well with clients, often explaining technical concepts in a client-friendly way so that they are provided with appropriate, quality and tax-effective financial advice. He is a Certified Financial Planner (CFP®) and has been providing advice for well over a decade.
Having been with the MyState Group since 2006, Matt’s experience in Superannuation, Insurance and Banking make an ideal foundation for his work as a Financial Planner. Supported by our very own local administration team, Matt is a Certified Financial Planner (CFP®) who is thorough and follows through with holistic advice appropriate for each clients unique situation.
With over 9 years experience in the finance industry, Lonnie gets great satisfaction from seeing families he’s worked with having the peace of mind because they’re financially protected as a result of the strategies they have put in place. An area of interest is also pre retirees where he has helped many clients plan for and enjoy their retirement.
Adam has a keen interest in the economy at large and the way it can affect your investments. He’s a big believer in not biting off more than you can chew when it comes to a financial plan and that good things will come to those who are patient and well researched. Adam holds a Bachelor of Economics, a Bachelor of Business and a Graduate Diploma of Financial Planning.
Rod is a Certified Financial Planner (CFP®) with over 15 years industry experience. Based in Launceston, Rod has always been well regarded by his clients as being able to ‘keep things simple’. Rod takes great pride in using his teaching background to ensure his clients have a firm understanding of the strategies and investments he recommends.
Making clients aware of their options can be really satisfying; Matthew empowers his clients, providing the right information and strategies so they can make informed decisions to achieve both their short term lifestyle goals and long term vision. Matthew holds a Diploma of Financial Services and is studying towards his Advanced Diploma.
No matter your situation, you’ve probably asked the advice of a friend or family member. While this may seem like all you need, the help of an expert can help you jump from ‘what ifs’, to a lifestyle you can truly achieve, afford and enjoy.
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Know what your short, medium and long-term goals are? You’re onto something. Once these important chess pieces are in order, it’s time to do research, and choose your next move.
At MyState Bank, we can help you with setting your retirement goals, assessing potential retirement lifestyle expenses, and reviewing your current position.
As life changes, having a financial plan in place can help you enjoy life’s more exciting times, like your first born graduating school, or your very first grandchild, and of course ride-out the harder times as well.
We’ll provide tailored advice on a range of risk insurance options to ensure you’re not left exposed. You can talk to our friendly team about how to best protect your family.