Josh Mashman – SMSF Specialist Adviser, BBus, Adv Dip FS (Financial Planning), C.dec
Josh provides financial planning advice across all areas including wealth creation, wealth preservation, pre and post retirement, superannuation (including a specialisation in SMSF), aged care and estate planning matters.
Josh has hosted a regular talkback program on community radio station 4CRB for many years and is a regular seminar presenter on a whole range of educational topics including SMSF, investment and estate planning.
read moreJosh has seen firsthand how good financial advice can lead to a whole range of better lifestyle outcomes by giving people confidence to enjoy today knowing their financial future is secure and he enjoys being part of the journey.
Josh is married with 2 children.
Josh strives for the perfect life/family/work/fun balance and enjoys everything the Gold Coast has to offer.
Adam Lomas - Master of Financial Planning, BCom, Adv Dip Share Trading & Investments
Since starting work in the financial services industry in 2002 Adam has worked in a diverse range of both client facing and technical roles assisting financial planners in developing strategic solutions for clients financial planning needs.
With a passion for assisting clients in achieving their financial freedom by finding the best technical financial planning solutions for their needs, he continues to pursue additional study in all financial planning areas with special interest in investments analysis.
Adam has completed a Master of Financial Planning, Bachelor of Commerce in Financial Planning and Investment Analysis, and a Diploma and Advanced Diploma in Share Trading and Investments.
read moreOutside of Financial Planning Adam likes to keep fit by regularly swimming having competed nationally and internationally for many years. He also has a special interest in music regularly performing in venues all throughout Australia and having recently achieved multiple Gold Coast and Queensland music awards for his song writing.
Schedule a financial health check today!
There are six important questions you need to ask;
1. How long will your money last and will you outlive your retirement capital?
2. Are you on track for retirement?
3. Are your investments safe?
4. Is an SMSF right for you?
5. Will you qualify for an Age Pension?
6. Are you maximising your financial planning and taxation strategies?
Please contact us to book an initial meeting.