The Financial Planning Association of Australia The Financial Planning Association of Australia

Joshua Page, AFP®


Name Joshua Page, AFP®
Company Planning Excellence
Address 30/574 Plummer Street
Port Melbourne, VIC 3207
Phone 0402512334
Mobile 0402512334
Email [email protected]
Website www.planningexcellence.com.au

I'm an adviser who does things a little bit differently. I'd prefer to get to know you first so we can start working out what's important to you and your future dreams, as well as any roadblocks may have held you back from achieving them. We'll then also work through some potential ways to help you get there so you can see a road map of where you are heading to from here.

No forced sales, no quick 'wins' - I don't like them myself, so I won't put you through them either! It's important to me to take the right amount of time to talk through your future in a way that is meaningful to you.

My specialty is listening to clients to understand their current situation to explore their goals, developing a strategy that meets those objectives, and tailoring my advice so it is explained in a way that everyone can understand.

My happiness comes from when you are satisfied that what we've discussed makes sense to you and you can see value in us working together.

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