Financial Adviser in Baulkham Hills - working alongside mortgage broker, Kevin Gray
Callie Scheffer is your Baulkham Hills Financial Planner
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. Callie is your go-to Financial Adviser in Baulkham Hills.
Callie will 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.
Callie has a wealth of experience in the financial planning industry and has been a Financial Adviser since 2003. Prior to this, Callie worked in the insurance industry so he's well-versed across a range of insurance products and real-life experiences.
Callie loves financial planning because he is able to help people achieve their dreams and goals. He finds it rewarding to provide financial solutions to clients that will make a huge difference to their financial security and lifestyle.
His range of clientele is also broad, having worked with everyone from mums and dads to business owners. He also has a particular interest in retirement planning, ensuring clients are set up financially once they hang up their work boots and enter retirement.
Providing a holistic approach to financial advice to his local community is what Callie looks forward to everyday.
Contact us to book an appointment with Callie Scheffer, Financial Adviser for Baulkham Hills.
Financial Planner, Callie Scheffer can help with a range of areas including...
Nobody wants to think about insurance until they actually need it, but by then it could be too late. Callie can review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
Callie 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. Callie will help you discover super strategies to make sure you're making the most of this valuable resource.
We all look forward to the day we can stop worrying about the daily grind, and a quality lifestyle in retirement is possible with a bit of forward planning. Together with his clients, Callie will look at strategies to make sure your nest egg lasts through retirement.