Border Financial Planning

James has over 10 years experience in the Finance Industry.

An honours Degree in Economics and a Masters in Insurance and Risk Management and a Diploma in Financial Planning


We are a small local firm specialising in :

-Personal insurance (life, Disability ,Trauma, and Income Protection)

-Superannuation

-Pensions

-Investments

-Business insurance (Business expenses, key-man, partnership agreements, succession planning)

-Budgeting/ financial goal set  ...