Do you ever find yourself drowning in a sea of financial decisions? At Puddle 2 Pond Financial they offer expert advice on pooling your super, protecting your income if you become sick or injured, investment strategies to make your money grow quicker, or a plan for retirement.
Puddle 2 Pond take the time to understand your individual circumstances and lifestyle so they can tailor-make a strategy for you.
Puddle 2 Pond advise on Financial planning, Income protection, Life insurance, Superannuation, Wealth management and protection, Investment planning, Retirement planning, Debt management and reduction, Succession planning, Estate planning and Personal insurances for the recreational and commercial aviation community.
Puddle 2 Ponds director and senior financial planner, Amanda Pond, holds a Diploma in Financial Services (Financial Planning), Advanced Diploma in Financial Services (Financial Planning), Diploma in Financial Services (Mortgage Broking), is a Justice of the Peace and has been part of the Financial services industry since 2003. Amanda’s biggest passion is the Pro-Bono (Not for profit) work that she provides for the Cancer Council. Amanda assists struggling clients by helping them with financial advice. As a result of this Amanda has gained extensive experience in super and insurance claims. Amanda’s experience in this area also helps her to ensure that clients have adequate insurance, as she sees first hand the impact of under insurance or lack of insurance. Amanda also provides specialised advice in all aspects of Centrelink, particularly Pensions and is able to assist with Centrelink maximisation, applications and taking the stress out of dealing with Centrelink.