MEET JOEL

Joel Little
Financial Adviser | Director

MFinPlan, BInfTech(Hons)

Joel provides clear, practical financial advice, backed by a Master of Financial Planning, an Honours degree in Information Technology, and FASEA certification. Since 2008, he has helped clients make confident financial decisions, drawing on experience across banking, accounting, and financial advisory firms.
Joel specializes in supporting pre-retirees who want to make the most of their final working years and transition into retirement with confidence. He’s known for making the complex simple, so clients can focus on their goals without feeling overwhelmed.

 

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Testimonials

We have known Joel Little for 10 years and can highly recommend his services. Initially, when we approached him for some financial advice we were in a worrying financial position with no obvious way out.  Due to his professionalism, knowledge and sound advice, he honestly turned our lives around.  He has always provided us with solid financial advice, and is honest, and trustworthy.

He has always been there for us and nothing was ever too much trouble.  Thanks to Joel, we are now enjoying our retirement with no financial worries.

Art and Maggie Makar

Joel worked with us over five years or so to put in place our retirement plan which was focussed to ensure we would have as stress-free and comfortable lifestyle as possible in our retirement years.  His very professional and meticulous work ethic helped us navigate some ups and downs on the way to achieving the best outcome for us.  His knowledge, expertise, advice and guidance have been invaluable.  We have now been retired for two years and are very grateful to Joel for the foundations he laid for us to be able to be “living the dream”.

Brad and Joy Dinsey
Sage Financial Advice
5.0
Based on 23 reviews
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