|Name||Jeffrey Petrie AFP®|
|Address||123 Melville Parade
Como, WA 6152
|Phone||(08) 9200 3123|
I have been in the Finance Industry in Perth and WA for over 20 years and worked in a variety of roles within National Australia Bank (NAB). From NAB, I moved on to a Financial Life Planning role with HPH Solutions - an independent boutique financial planning firm which has been operating since 2002.
It was a natural transition for me to move from banking into financial planning. It has allowed me to help others understand the concepts of investing and the value of effective planning for the future.
In my time as a financial planner I've seen the full spectrum.
Very well-off people with more money than they could spend in two lifetimes still working or holding off doing what they wanted to do due to a fear of 'not having enough'.
And many instances of people spending more than they earn on 'stuff' which keeps them from spending time with their families or what they would prefer to be doing.
I love helping people cut through the things that might be holding them back currently, work out what their ideal life is and then build the financial resources to enable this to be achieved or maintained.