MEET JOEL

Joel Little
Financial Adviser | Director

MFinPlan, BInfTech(Hons)

Meet Joel, your wealth professional whose mission is to help you achieve your future financial goals, whilst ensuring finance isn’t so traumatic you completely ignore it, until it’s too late. Joel has been providing clients with clear, simple and personal financial planning guidance since 2008. His experience includes working at leading commercial bank, alongside providing expert financial guidance at accounting, and financial advisory firms. Joel prides himself on being approachable and enabling his clients to make decisions with confidence. 

With a Masters of Financial Planning and a Bachelor in Information Technology, your finances are in safe hands. Joel takes time to keep up to date with the latest regulations and practices by completing at least 40 hours of continuing professional development (CPD) each year, alongside attending industry workshops and events.

His clients come from many different industries and financial circumstances. Whatever your situation, Joel’s ability to provide clear, comprehensive financial advice ensures you are able to reach your financial goals.  

Having travelled the world, Joel moved to Cairns in 2012, where he spends his time with his partner and two boys. 

Plan for your tomorrow. Today

There’s no time like the present to begin planning for your future. Book your consultation with financial advisers in Cairns to see how we can help.

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 21 reviews
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