Introducing Sharon

Sharon joined Retirement Essentials as a financial planner in October 2022 and has more than 20 yearsโ€™ experience in financial planning.ย ย 

Sharonโ€™s passion is helping people and throughout her career found there are many different reasons that people seek financial advice. These include:

  • not knowing who to listen to or what to believe
  • a desire to cut through the โ€˜noiseโ€™ about retirement income
  • wishing to simply be able to sleep at night
  • a fear of the unknown attached to differing strategies.

Sharonโ€™s role allows her to work one-on-one with members who are keen to solve their income problems through a better understanding of the rules and how they are applied.

She says that a common response after a consultation is the thank you she normally receives, often with the sentiment, โ€˜Iโ€™m so relieved, thank you, itโ€™s really helpedโ€™.

Feedback from customers:

“Sharon was very professional and insightful. She clearly explained to me some further options on our retirement journey into the future. I (and) my wife will certainly follow up with further advice from your company.”

“Sharon clearly explained several scenarios that l presented during the consultation which has made my retirement planning concerns being reduced with a definite direction to move forward.”

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