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Wealth Strategy + Asset Management
Even if retirement may seem a lifetime away, the sooner you start planning, the more likelihood you’ll have to achieve financial independence and peace of mind - it’s all about choices.
Our goal is to help you attain financial security and grow your wealth by offering a range of strategies tailored to meet your long-term financial objectives.
Wealth Advisor James Meehan
James Meehan
Wealth Advisor
As an experienced financial services professional, I draw on my background with multinational firms such as J.P. Morgan, Macquarie, BT, and Ord Minnett. Transitioning to financial advice in 2018, I joined Cashflow Financial to make a difference, I great satisfaction helping clients build wealth, protect their lifestyle and help navigate retirement uncertainty into clarity and certainty. I always say, “you don’t know what you don’t know - so lets have a chat.”
AFSL # 551560 Authorised Rep # 1270432 CAR # 001315689
Get in Touch With James Today
Each Wealth Strategy will look different based on life stage, individual needs, preferences and lifestyle. We know that the first step to achieving financial success is understanding your needs so we take the time to get to know your financial situation and help establish your goals.
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