CONTACT DETAILS

Feelgood-Financial-Team-Photo1
94564_Budgeting-Feelgood-Financial-1
94564_Feelgood-Financial-Freedom-1
94564_Feelgood-Financial-Investment-1
94564_Feelgood-Financial-Planning-1
94564_Michelle-Stone-Feelgood-Financial-3-2
94564_Retirement-Feelgood-Financial-1
94564_Wealth-Planning-Feelgood-Financial-1
Feelgood-Financial-Team-Photo1
94564_Budgeting-Feelgood-Financial-1
94564_Feelgood-Financial-Freedom-1
94564_Feelgood-Financial-Investment-1
94564_Feelgood-Financial-Planning-1
94564_Michelle-Stone-Feelgood-Financial-3-2
94564_Retirement-Feelgood-Financial-1
94564_Wealth-Planning-Feelgood-Financial-1

DESCRIPTION

We offer quality financial advice and direction, reassurance and inspiration to our clients so that they can achieve financial freedom.

We have a warm, inclusive, results-driven offering; which reflects our passion to maintain excellence in client care; whilst continually improving our advice capabilities.

We help clients achieve their financial and lifestyle goals by educating them to make informed decisions; to achieve abundance and a sense of safety and security.

We help our clients ‘feel good’ about their financial future; which is an extension of our culture.

Quality advice can help you make the most of your financial resources to help you reach your goals. Our advice helps you increase your wealth, achieve tax benefits and secure a comfortable retirement. We use fundamental financial modelling to demonstrate the impact of our recommendations; which is critical whether you wish to project your lifestyle, income and family would like to start/grow your investments/superannuation wish to get support as a small business owner; or getting organised to one day enjoy your retirement as your income may need to last more than 20 years.

We use diversification and staggered investing to help meet your lifestyle needs and mitigate the impact of market fluctuations.

The income you earn is crucial to maintain your lifestyle through various life stages and to navigate financial risks, such as starting a family, getting a mortgage or starting a business.

You may wish to protect your family if you were to die prematurely or are temporary/permanently disabled. Any interruption to your business either incidental, prolonged or permanent, can be serious. Specific strategies to protect you as the business owner, the potential recipients of your estate, the business itself, your business partner and your clients are essential. We further extend our offering by aligning with specialists in areas such as complex tax planning, accounting, estate planning, lending and finance and general insurance.

 

Find more information on Michelle in the North Shore Mums Business Spotlight by clicking here.

Testimonials

Page 1 of 1
  1. Joy
    Joy

    Thanks to Michelle, I feel really relieved that we can finally pay that mortgage off. Michelle is so alert to the hidden messages I didn’t realise I was sending. Best therapy session I could have had. I feel really excited that we can now move forward without that debt, even though it’s only a small one. Many thanks.

    13 November, 2019 at 12:21 pm
  2. Mia
    Mia

    Since working with Michelle, I have developed a sound knowledge
    and understanding of financial matters. No longer do finance and fear belong in the same sentence, instead, through her guidance I have learnt to engage in the process with certainty and confidence. I have been listened to, stimulated, inspired and taught to think outside the box. Michelle has not only provided a sound financial structure for my business, she has encouraged me as a female business owner to trust and understand my own strength and know that my unique talents matter.

    13 November, 2019 at 12:18 pm
  3. Tomas
    Tomas

    Michelle is a confident and proficient financial adviser, providing solutions that are often ‘outside the ordinary’ and achieves outstanding results for her clients. She consistently demonstrates extreme commitment and always follows through that her clients have accomplished their goals. Dedication and ‘going the extra mile’ are a given when you work with Michelle and she enjoys the trust and confidence of her peers, subordinates, clients and the community. I have no hesitation in referring my clients to Michelle; and once they have experienced her outstanding service, they cannot thank me enough for introducing them to her.

    13 November, 2019 at 12:16 pm

Add a Testimonial

 

Related Listings

Featured

Westwood Conveyancing

(02) 9940 4006

  Hornsby

Selling, Purchasing or Refinancing – call us for all your conveyancing needs! Conveniently located in Hornsby, Westwood Conveyancing provides affordable and friendly conveyancing services in the Sydney metropolitan area as well as the greater New… Read more…