Jody Fabre : Quattro Finance Group - Financial Strategist

i am a momentum financial adviser at quattro finance group. momentum is a division of mmi group ltd, an authorised financial services and credit provider (fsp6406). financial planning is the process of meeting your life goals through the proper management of your finances. life goals can include buying a home, saving for your child’s education or planning for retirement. the general financial planning process includes: • gathering relevant financial information • setting life goals • examining your current financial status • coming up with a strategy or plan for how you can meet your goals given your current situation and future plans and reviewing this on an on-going basis as a financial strategist with the quattro finance group, my professional objective is to utilise my expertise and insight to guide individual clients and businesses to achieving their financial goals. from insurance and wealth management to strategic investment advice, i’m dedicated to achieving optimal finan