The Skipper Approach
1. Understand your current position
2. Jump on any immediate red flags
3. Identify alternative opportunties
4. Formulate a roadmap to success
About Us
We are driven by the fundamental recognition that the current Australian financial landscape is complex and shady.
Historically, the Australian financial sector has unfortunately been a space where the consumer has been the unknowing target from professionals looking to fill their own pockets.
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Our Skipper Money Experts each bring over 10 years of front-line experience in the financial services industry & we're here to showcase a new standard.
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We bring a refreshing, honest approach to our work, prioritising clarity over complexity. We remove jargon-filled conversations and provide an ego-free zone to encourage collaboration, from start to finish.
Join us on our journey as we redefine what it means to provide financial help in Australia.
What Does Skipper Actually Do?
We're here to build confidence in the financial decisions you are making each and every day.
This is not a traditional financial advisory or planning service. We’ll never sell you into any products, charge you excessive fees or load you up with large amounts of unnecessary insurances.
We provide an independent, non-biased review of your existing or proposed financial decisions and illustrate a roadmap that enables you to take control, discover new opportunities and avoid financial pitfalls.
When the time is right, we’ll provide you with a list of vetted expert professionals that can help you maximise your wealth creation journey. From that point on, we’ll stick with you, working to verify and confirm all financial decisions moving forward.