Joshua Fredkin

Josh has a passion for developing long term relationships with prospective clients by understanding their unique goals and objectives for each stage of life.

Josh has worked in the financial planning industry since 2019, working closely with Senior Financial Advisers in formulating wealth, cashflow modelling, investment and estate planning strategies ensuring all avenues are explored, for a range of clients including accumulators, pre-retirees, retirees, business owners and high net worth individuals.