Summary
I enjoy educating and empowering people with the knowledge to make smart financial decisions today to lead a lifestyle of financial independence later on. Financial independence is different for everyone but it is about enjoying life without financial restraints, and living life to it's fullest.
I am highly motivated by working with people who appreciate advice, and with people who are just as determined and committed to set goals and strive to achieve them.
I do what I do because I enjoy helping people, and seeing my clients achieve their personal, financial and lifestyle goals.
I have been in financial planning for over 17 years and have been with Kabel (previously part of Lifestyle Financial Services) the whole time. I am a Certified Financial Planner® (CFP®), the highest qualification in financial planning and a qualified Mortgage Broker (DFMB).
Prior to financial planning, I was a Civil Engineer working as a Project Manager on medium sized construction projects.
I enjoy doing anything outdoors and spending time with my wife and five children. Coming from an engineering background, I am passionate about not wasting any time on inefficient tasks and processes and I am always looking for better ways to add value to our clients.
Get in touch with Timothy Egger