Courtney is a Private Wealth Adviser based in Mildura, who not only has local clients but also spans the vast agricultural surrounds.
Attracted to the industry to grow wealth, and backed by 20 years of experience, Courtney helps clients manage transitionary events, such as farm/business succession and planning for retirement, as well as liquidity events, such as selling an asset or receiving an inheritance.
Courtney’s clients are high net worth individuals, farmers and business owners with whom she enjoys a long standing and trusted relationship.
Courtney’s main areas of expertise are retirement planning, superannuation and managing wealth transition.
As a standard process, Courtney will work with clients to refine what’s most important to them, before engaging with the accountant and setting an appropriate investment structure and strategy to successfully move forward with.
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