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About

We’re a financial planning firm – but we’re not just about improving your finances. We help you build the life you want, by prioritising what’s most important at each stage of your life and putting together a financial roadmap that will make it happen

 

About

I am a Financial Planner who founded Saint Financial Planning to help young families and pre-retirees to make smart money decisions and strike that balance between loving life now and setting up their ideal future. I believe that while money itself won’t make you happy, it will give you the luxury of choice and the freedom to pursue the things that will make you happy.

Saint was born out of the frustration at seeing far too many people earning a good income but wasting the opportunities that they could be taking to put themselves and their families in a better position. I have found you can spend money on the things that are most important to you now, and be able to set yourself up to be able to keep doing that in the future. It just takes clarity and the confidence to make it happen, which I love helping people achieve.

Taking action is the most powerful thing you can do when it comes to money, but first, you need to know what's best for you. Through the process, you will be educated about how to make the most of your money.

 

About Me

Originally from a dairy farm outside of Warrnambool, I completed a Bachelor of Financial Planning through RMIT and began working at a local financial planning business in 2008, working with a broad range of clients around the area. I then was lured to Melbourne, by my partner, and to experience how different Financial Planning businesses operate, which has been great as it has allowed me to see what has worked for clients and how I can better benefit your situation. Coming full circle, I have since moved home with a young family wanting to give my daughter and son the wonderful childhood that I fondly remember.

JAMIE Beard

Founder & Adviser