We exist to help you successfully manage your financial planning, investment and insurance needs, with deep expertise in self-managed super funds.
Why did we come into the office today?
Our objective is to provide you with well-researched and straightforward advice that will help you make sound financial choices.
We want to ensure that your decisions have a positive impact on your most precious assets – your family, your business, and your future.
Your accountant recommended us because they understand the importance focusing on what they do best, and partnering with trusted advisers to do the rest.
We’ll work with your accountant to focus on you and your individual circumstances, objectives and dreams. We take a holistic view of your world, and work with you to ensure all bases are covered.
Integration is key. Succession, estate and superannuation planning all have tax considerations, and are best delivered as part of an integrated plan. Your accountant will work with us to bring these elements together and guide you through the planning process.
Our experienced advisers are supported by the team from Merit Wealth, who come with wealth of industry knowledge and resources.
Meet Jim Cresnar
Jim Cresnar is a dedicated financial planning professional with more than 20 years of experience. He is passionate about helping his clients set, achieve and protect their financial goals to secure the future they desire.
Previously a senior financial planner with a large institution, Jim provided strategic investment advice to a variety of private and corporate clients.
During his tenure, Jim specialised in the distinct financial needs of medical and healthcare professionals, and has been providing advice to medical practitioners and specialists for over 10 years. He helps navigate the complex financial rules of the healthcare industry to ensure that his clients grow and protect their wealth, make their income work harder, and only pay legally required taxes.
When he’s not working, Jim loves spending time with his family at his home in Newcastle and is kept on his toes coaching the Broadmeadow Magic Football team.
- Self-managed super funds (SMSF)
- The financial needs of self-employed operators and medical professionals
- The complex financial rules of the healthcare industry
Qualifications & Memberships
- Authorised Financial Planner (AFP)
- Advanced Diploma of Financial Services (Financial Planning)
- Bachelor of Arts (Economics)
- Financial Planning Association (FPA)
- Tax Agents Services Association (TASA)
- Self Managed Super Fund Association (SMSFA)
Meet Helen Trajcevski
Senior Executive Manager
Helen provides general financial information, as well as administrative and client support.
With 40 years of experience in the finance sector, Helen has the knowledge to support clients in their financial planning journey. Ready to answer general questions and support your reporting and administrative needs, Helen has the background to safely guide you as you begin your journey to greater financial freedom.
- Knowledge of financial systems and financial terminology
- Quality client support and administration services
Qualifications & Memberships
- Diploma of Financial Planning (Financial Services)