Rachel Borm
Financial Adviser
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About
Rachel Borm is an ASIC-registered financial adviser based in Townsville City, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Rachel holds a Bachelor of Business (Financial Planning) from the University of South Australia (2024), providing her with a strong foundation in financial principles and practices. Rachel is authorised to provide advice on a broad range of financial products, ensuring clients receive holistic solutions to meet their diverse needs. Her expertise covers superannuation advice, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Rachel is committed to providing clear, actionable advice, empowering you to make informed decisions about your financial future. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Rachel can help. Contact Rachel today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Rachel Borm offer?
Rachel Borm specialises in superannuation advice, insurance, wealth management, and retirement planning. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Rachel Borm have?
Rachel Borm holds a Bachelor of Business (Financial Planning) from the University of South Australia (2024).
What is Rachel Borm's approach to financial planning?
Rachel provides tailored and comprehensive advice to help clients achieve their financial goals. She focuses on understanding your individual circumstances and creating strategies that align with your specific needs and aspirations.
How can Rachel Borm help me plan for retirement?
Rachel can assist you in developing a comprehensive retirement plan, including strategies for maximising your superannuation, managing your investments, and ensuring a comfortable and secure retirement.
What should I expect during my first consultation with Rachel Borm?
During your first consultation, Rachel will discuss your financial goals, current situation, and any concerns you may have. She will then outline how she can help you achieve your objectives and provide a clear explanation of her fees and services.
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