During his previous role as a quality advice officer, Remo has worked alongside many advisers and paraplanners which has allowed him to learn about implementing a vast array of simplistic as well as complex strategies to help his clients meet their diverse financial as well as lifestyle goals.
“Plans go wrong for lack of advice; many advisers bring success” is a quote that has motivated Remo to become a Goals Coach at Inspired Money and help a diverse range of people across all walks of life to implement effective procedures to achieve their goals, no matter how big or small.
Outside of work Remo is a happily married resident of Joondalup and loves travelling and keeping active. He enjoys planning adventures with his friends and family and recently completed the famous Peruvian Inca trail of Machu Picchu with his wife which he thoroughly enjoyed and would recommend to all. He also enjoys bike rides and runs with family and friends and playing football whenever he gets a chance.
“I found Remo to be very knowledgeable and helpful in determining what was best for my needs in relation to superannuation and insurance needs. Remo was always available to answer any queries I had in a timely, clear, and professional manner.” – Claude (46-55 years old)
“Remo provided comprehensive information to my husband and I regarding our finances and desire to retire at a younger age. His communication is always clear and concise, inviting clarification as required. Remo always replies to email and calls within a timely manner. We are extremely confident that with Remo’s advice, we will achieve our financial goals.” – Jenny (35-45 years old)
“Remo assisted me with working through some issues relating to money from my past, he then skillfully guided me through the process of setting financial and life goals and then set me on track to achieve these goals by implementing relevant strategies. Remo has a lifelong commitment to learning, even though he is very technically competent and he uses this to constantly add extra value to his clients. I would feel comfortable in recommending my family or friends to Remo. ” – Bryce (under 35 years old)
“I have never met Remo personally and all of our dealings have been done by phone or internet. For this to work successfully one has to have very clear communication skills and be able to explain the benefits of many different products. Remo’s knowledge and self assurance gave me great confidence in his ability to set up a successful income stream for me in my retirement, with the proceeds from downsizing my home. On a personal note I appreciate the interest he has taken in my family and myself, it is a lovely quality in his personality. ” – Kath (65+ years old)