Meet The Boys at NAB

Comments (0) Interviews

Meet the boys Craig Jackson and Even Goode at NAB, we chat with them and ask a few questions.

 

 

 

 

Tell us a little bit about yourself.

I was lucky enough to grow up in Coffs. My wife Anne and I moved to Perth, where I joined the bank in 1993 after graduating through UNE. I have been incredibly fortunate to be able to bring all the skills I learnt working with business and private banking in Perth back to my home town. Anne and I enjoy living on the coast and raising a family in this beautiful part of the world. Our family enjoys surfing and yoga at Digger’s beach on Saturday mornings.

What are you looking to accomplish?

Along with my valued Client Service Co-ordinator, Sue Millington, we have established a strong business focusing on the insurance needs of our clients.

I look to establish life long relationships with each client. I provide personal and business insurance advice regarding the specific needs of each client. I work together with the client to ensure that their future and the future of their family and business are secure. I like to share the passion and excitement that my clients hold for the future and structure a solution based on this.

I am able to help business owners assess how to adequately insure their personal risks using income protection, critical illness, life and total and permanent disablement products. There is definite value in consulting a specialist insurance adviser, particularly to help guard against unintended tax consequences.

Individuals and business owners should be wary of selecting insurance cover solely on price. When choosing a provider, it is just as important to consider the definitions in the insurance contract and the stability of the financial institution.

“You definitely want to have someone insuring you that has an ability to pay.”Tell us about yourself.

I currently live in Coffs Harbour with my fiancée, Kim. We recently bought an older property and are in the process of renovating. I originally come from the tablelands around Guyra / Armidale, moving to Coffs Harbour in 1994.

I started in the real estate industry in 1994, working in Woolgoolga until my career change to Financial Planning in 2001. I accepted an opportunity with NAB in 1996, becoming a Wealth Manager servicing clients with Insurance and Superannuation needs. I have progressed to Senior Financial Planning Manager, specialising in pre and post retirement planning.

I enjoy working for NAB and especially like NAB and MLC’s leadership in product development and the more recent transition to ‘fee for service’, where NAB & MLC have led the way for many years.

Why should people use a Financial Planner?

It often saddens me when I see cases where people have lost everything due to lack of insurance or severe financial loss often caused by misunderstanding of investment risk.

I believe there should never be a time when you are shocked by poor investment performance; this is a part of investing which you should have been well aware of before proceeding. Having a Financial Planner in your life should enable you to make informed decisions and have you well placed to cope with the unthinkable and the unknown.

End of Financial Year

With the 2010 / 2011 financial year end approaching, there has never been a better time to start your financial plan, no matter what stage of life you are in. Some things to consider over the next month are deductible personal insurance premiums paid in advance, salary sacrifice Super contributions and self employed Super contributions. These types of strategies may assist in reducing a personal tax liability or perhaps offsetting capital gain from the sale of an investment.

Unfortunately, a retirement plan is usually left to the last minute – especially for self employed people, who often focus all attention and resources into their businesses. There are many very effective strategies which can be employed to aid retirement funding and help you along the way while still working.

My first appointments are complimentary, and I’m always happy to discuss options and strategies with NAB and non NAB clients.

 

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