BIOGRAPHY

Renay has worked in the financial services industry for over 20 years working in various roles within financial planning and funds management. As an adviser, Renay enjoys assisting her clients to achieve their retirement goals whether that be regular travel, helping their children financially or enjoying their lifestyle on a day-to-day basis.

She enjoys helping clients to maximise any Centrelink entitlements they may be eligible for and feels privileged that her clients trust her to help them manage their life savings!

Renay completed her Aged Care Accreditation (ACS Accredited Aged Care Professional Program) in 2019. This accreditation allows provide advice to clients and their families on the strategies that are available to fund the accommodation costs when placing someone in Aged Care. This includes, paying a RAD or DAP, whether to keep the family home. The end decision the family makes may not always be the best financially but exploring the various strategies enables them to make an informed choice (e.g. keeping the home).

In her time away from work, Renay enjoys spending time with her family, watching sport (particularly Aussie Rules) and is looking forward to the return of live music.