• Callie Scheffer

A coach for your money!


AR no: 001009397
CAR no: 001250991
Financial Services Guide


  • Office 0431 166 701
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

Every successful person has a coach or mentor, from sports people to people in business. There's no reason why you can't have one too.

I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.

Even if you're pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!

 

Professional experience

I have a wealth of experience in the financial planning industry, having been a Financial Adviser since 2003, working in the insurance industry prior to that time.

The reason I love financial planning is being able to help people achieve their dreams and goals. It's very rewarding to be able to work with clients to provide financial solutions that will make a huge difference to their financial security and lifestyle.

I have worked with a wide variety of clients, from mums and dads to business owners.

Having worked across all facets of Financial Planning, I have a particular interest in retirement planning, ensuring my clients are set up financially once they hang up their work boots.

I look forwarding to providing holistic financial advice to my local community.


Professional qualifications

Advanced Diploma of Financial Planning

Talk to me about:

  • Personal insurance

    Nobody wants to think about insurance until they actually need it but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

  • Investment planning & wealth creation

    I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

  • Superannuation & rollover advice

    Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.

  • Retirement planning

    We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

  • Cashflow coaching

    Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.

Handy tools to help manage your money


Savings made easy

Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!


Save more money


Retirement income calculator

Use our free calculator powered by Investfit(TM) to see what income you could expect in your retirement.


Retirement calculator


Choose your own path

How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.


Choose your own path


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Contact us today.


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