Rachel Sartin

With a focus on holistic wealth planning, I’ve been a trusted independent financial advisor for over 18 years. My expertise lies in helping my clients build a flexible and dynamic multi generational financial plan for their and their family’s financial security and prosperity.  From family protection and mortgages through to school fees planning and wealth creation and beyond to retirement and care fees planning, I help my clients navigate their financial journey and to make informed and confident decisions. My commitment to excellence has earned me recognition in several financial forums. I pride myself on building lasting relationships with my clients, understanding their needs, and providing tailored solutions. 

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