Craig Sinclair

Craig Sinclair has built a reputation for integrity and success over the past 18 years, bringing a wealth of experience and knowledge to his role as Practice principal with Wise Advice.

A comprehensive, client-focused approach to financial planning ensures that the recommended allocations encompass each client’s financial goals, time frames and risk tolerance. Craig specialises in investment analysis. He works closely with clients to develop customised financial strategies that incorporate the following:-

  • Wealth Accumulation
  • Direct Equities
  • Life & Income Protection
  • Client Education
  • Business Wealth & Protection
  • Self Managed Superannuation
  • Estate Planning and Centrelink Testing
  • Portfolio Construction

Craig is committed to providing quality advice by assisting his clients to build towards a secure retirement by maximising their pension, eliminating tax liabilities and ensuring that only the most reputable fund managers are selected to achieve the best results.

Craig enjoys relaxing at home in Carlton on the weekends after a game of cricket, with his wife Tina and lovely daughter. They visit family during the year on the North Coast and also enjoy travelling overseas.

 

Phone: 9524 4224
Fax: 02 9524 4232
Email: craigsinclair@wiseadvice.com.au