Expertise

Alexandra is dedicated to helping individuals and their families navigate the financial complexities that come with major change and events in their lives.  Whether that be with individuals who suffer serious and/or catastrophic health events or with families who have a loved one entering aged care.

Alexandra assists clients in the areas of financial strategies and advice, insurance and personal injury matters, superannuation advisory, and total & permanent disability (TPD) advice.

Her aged care and retirement living expertise encompasses various aspects, ranging from selecting the right care option, to cashflow analysis and age pension entitlement calculations to optimising investments and managing estate planning considerations.

Through comprehensive strategies, her aim is to maximise financial resources while minimising stress for families and individuals. She offers tailored solutions to address each client’s unique needs and goals, these solutions enable her clients and their families be empowered to make informed decisions.

Background

Alexandra has over 10 years’ experience working in taxation and superannuation for a number of accounting firms in regional and metropolitan Queensland.  Since 2022, she has transitioned to giving financial advice specialising in aged care & retirement living and personal injury & compensation.