In addition to our own services, our network of like-minded professionals gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.
With over 20 years experience as a financial planner, Martina has a wealth of experience in the financial services industry. Over those years she has worked with numerous clients varying from young families to high net worth individuals. Her specialty and passion is working with the over 50’s, helping them to achieve financial independence so they can live the life they desire and deserve.
Martina also has comprehensive expertise in relation to Self Managed Super Funds. Whether you need a strategic and/or compliance review, or require investment advice for your fund, she can assist you in all these areas. Education for trustees is a high priority, so regular workshops are organised to update you on new strategies and legislation. She is also fully accredited to provide investment advice in relation to direct shares, managed funds and alternative investments.
Martina is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA).
Martina Sonneveld is an authorised representative (297377) of Nextplan Financial Pty Ltd (AFSL 452996).
Neil is an ex-aerospace engineer turned financial adviser and now applies his highly analytical and problem solving skills to help clients take control of their financial future through complex-made-simple financial strategies.
Throughout his engineering career, he always felt there was one BIG thing missing…a connection to people. He grew ever more passionate about wanting to make a real difference in people’s lives and seeing that first hand. This led him to swap a successful engineering career for financial planning, and has not looked back since.
Now working as a partner in a boutique planning firm, Neil is passionate about educating and coaching clients through life’s changes and challenges. It’s not just about providing the best advice, it’s about seeing it implemented and being there for clients through every step in their journey.
Life happens, but financial worries don’t need to. Neil believes each person is unique and is on their own journey. By listening to his clients and understanding their needs and concerns, Neil is able to develop a personalised strategic plan, which is realistic, achievable, and provides clients with control and peace of mind. He engages with clients on a regular bases to review their progress and ensures they remain on track to achieving their financial goals and securing a worry-free financial future.
Neil Sonneveld (AR 1251279) is an authorised representative of Nextplan Financial Pty Ltd (AFSL 452996).