Our Team / individual
Director - Financial Adviser
Mitch is the go-to guy for financial planning, personal insurances and business succession advice. Having established his financial planning career in the family business back in 2001, his boutique and corporate background position him well as a leader in the financial planning team at businessDEPOT. Mitch gets the challenges and pain points many of our clients face in both their business and personal lives.
A master at keeping it practical, Mitch prides himself on helping his clients understand their cash flow position before ‘stress testing’ it against future goals and any surprises that could come up along the way. You have enough to worry about already, so let Mitch focus on the contingency plans, ‘what if’ scenarios and curveballs that life may throw at you.
Known for his expertise in both the financial planning and insurances space [life, income protection and the like], Mitch knows how to negotiate the best outcomes for both business owners and employees.
Whether Mitch is giving a business buy sell insurance advice, mapping out how a busy executive can grow their wealth or providing advice on several financial planning matters, he listens to their challenges and concerns. He then tailors his advice, educates his client and will take the complex and make it simple. He gives clients more control, clarity and a partnership they seek from a trusted adviser.
businessDEPOT Financial Planning BNE and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
We send tailored updates straight from our team of specialists to your inbox.