Yes, the provision of financial advice is a serious matter but it also has rewards far beyond the financial and this is what drives our passion.
For our clients, the reward can be the peace of mind that comes from having in place a plan flexible enough to change as your circumstances change; to know your adviser well and to understand she has only your best interests at heart.
For us our reward is the opportunity to work closely and in many cases over many years, with people who have given us their trust and shared with us their life’s ups and downs.
And especially for us, to be able to use our professional technical skills and our business skills on a daily basis to help our valued clients achieve their goals and dreams.
This is our team’s passion – the blending of people and technical skills as the basis for well-considered, well-rounded advice unique to our client’s circumstances.
Rainbow He
Rainbow (Donghong) He is the Principal Financial Adviser and Managing Director of Wealth Strategies. Rainbow’s English name and company name derive from her given name Donghong meaning Eastern Rainbow. She has wide business experience and in the last 15 years, in Australia, extensive financial advice industry experience.
Rainbow’s qualifications include a Master of Applied Finance from Macquarie University and a Graduate Diploma in Financial Advice as well an IT Degree and a Diploma of International Trade. Details of her qualifications and experience are outlined in her Advisor Profile accessible through the FSG tab in the navigation bar above.
Rainbow has an interest in and enjoys cooking western and Asian food, particularly the food of northern China; and enjoying the company of friends. She also likes riding her bike and reading books and she loves travelling.
Rainbow He is an Authorised Representative of Sentry Advice Pty Ltd AFSL 227748
Robert Ivanovski
Robert Ivanovski has been a financial Planner since 2006. Robert’s qualifications include a Bachelor of Business – Finance and Banking degree from Charles Sturt University and Diploma of Financial Services and Advanced Diploma of Financial Planning. Details of his qualifications and experience are outlined in his Advisor Profile accessible through the navigation bar above.
Robert has an interest in and enjoys playing cricket and tennis. Robert plays cricket for the Illawong cricket club and plays tennis socially with friends. Robert likes to read on a wide variety of subjects and enjoys travelling within Australia and overseas where possible.
Robert Ivanovski is an Authorised Representative of Sentry Advice Pty Ltd AFSL 227748
Our Aim
We aim to help you make the best possible decisions about creating, growing and protecting your wealth so you may enjoy the benefits now and in retirement.
We do this by providing professional financial advice, by offering the opportunity to develop a long term professional relationship and at all times acting with total honesty, integrity and only in your best interest.
Our Advice
Our advice is professional, strategic and provided to you on the basis of a detailed shared knowledge of your circumstances.
We hope always to enjoy with you a long term, mutually profitable and satisfying professional relationship.