At Corinne Gepp Financial Planner, we understand the importance of having a comprehensive financial plan in place to achieve your goals and secure your financial future. As a professional financial adviser, Corinne takes the time to listen and understand your unique financial situation, taking an open, honest, and contemporary approach to help you make smart choices with your money.
Our Services
We offer a wide range of financial services tailored to suit your individual needs, including:
- Financial Planning: We develop a personalized financial plan that covers areas such as debt reduction, saving, borrowing to invest, risk insurance, superannuation, and estate planning.
- Superannuation and Retirement Planning: We review your existing arrangements and make recommendations to maximize the benefits of superannuation for your retirement funding.
- Risk Protection: We review your current personal insurance portfolio and make recommendations to financially protect you and your family in the event of disability or premature death.
- Estate Planning: We make estate planning recommendations tailored to your situation, including ensuring you have considered your will, powers of attorney, and guardianship.
- Aged Care: We provide advice in this complex area and help you understand the costs and care options available.
Our Approach
Corinne believes that knowledge, being prepared, and informed is the key to financial security. She takes the time to understand your motivations and works with you in a judgment-free zone to help you plan for the future. As an authorized representative of Affinia Financial Advisers Pty Ltd, Corinne has access to a wide range of products and services that best suit your situation.
Excellent Service and Professionalism
The reviewers were extremely satisfied with the service provided by Corinne, a financial planner. They praised her for being helpful, knowledgeable, and professional.
Personalized Attention and Recommendations
Corinne took the time to understand each individual's situation and provided personalized advice and recommendations. She was willing to go the extra mile to ensure her clients received the best possible service.
Client Appreciation
The clients expressed their gratitude towards Corinne for her guidance and support. They appreciated her thoroughness in handling their financial matters, such as sorting out superannuation paperwork.
Recommendations and Trust
The reviewers trusted Corinne so much that they would recommend her to their friends and family without hesitation. They considered her to be a trusted and reliable financial planner.
Be the first to review Corinne Gepp Financial Planner.
Write a Review
