Sarah is the Founding Partner of Full Circle Wealth Management Pty Ltd. She comes well qualified having been a Financial Advisor since 2006. Sarah is well positioned to provide true protection solutions to her clients, having been the leading specialist at NAB Private Wealth 4 years running and written in excess of $2 million in premium. She is a true protection specialist, having worked with individuals, high net worth clientele, businesses and corporates alike. She is incredibly passionate about risk protection and believes an essential element of any wealth creation or preservation strategy is having the right insurance and structures in place.
Sarah is committed to meeting the financial protection needs of her high net worth clients by providing the best possible advice and the most practical solutions. Additionally, Sarah has extensive claims experience having managed many insurance claims. This is especially vital when offering an end to end service as Full Circle Wealth Management does. Sarah understand’s that insurance coverage can have important implications from an estate planning and tax perspective, and she will work with clients, their solicitor and accountant to ensure the best outcome for her clients.
Sarah offers a range of services to help organize her client’s financial future. These services include advice on wealth protection, business succession planning, personal insurance advice, and intergenerational risk solutions and claims management. Sarah has built strong professional relationships with the broad range of insurers and reinsurers in the Australian market place. These relationships help to ensure the best outcomes for her clients be it in the application process or in the event of a claim.
