Essential Financial Advice

Jade Goodsell

Jade McKay, Financial planner has been in the financial services industry since 2015. With her past experience working as a client administration manager Jade has worked very closely with clients and advisers for the past three years. This has given her the valuable industry knowledge and experience to transition into advising in 2018.

Jade specialises in helping clients with accelerated debt reduction, risk protection and is a huge advocate of setting goals. Another area that Jade’s expertise can be invaluable is dealing with the financial aftermath of a separation.  Jade can support you as you get back on your feet, establish new financial habits and create a fresh plan going forward. Jade is currently mentored, ensuring advice provided is of the highest quality, as well as continuing her professional development and ongoing education towards a Masters in Financial Planning.

Jade joined the EFA team in May 2015.

Words from Jade:

My first introduction to financial planning was from my own personal experience of seeking direction and advice. Experiencing this first hand and witnessing the benefits has fuelled my passion to assist others take control of their own finances and live their best lives. There is nothing better than seeing others achieve their goals and dreams. Outside of the office I work casually as a veterinary nurse and like to keep active. Traveling is a huge passion of mine and have many places to visit on my bucket list.