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Momir Vuksa

SMSF Specialist Advisor™/ SSA®| BCom | BAppFin | Authorised Representative No. 1306168

A bit about me professionally

I firmly believe that financial planning extends beyond numbers and recognize that people’s narratives are completely unique, and each journey requires its own map. The advice we provide is unique to each client and is never set in stone, we embark on a journey together and navigate the intricate interplay between ambitions and dollars.

Always having had an interest in finance the completion of degrees in Commerce (Accounting) and Applied Finance was a natural progression. That was the start of a decade long journey to become a Financial Adviser. Throughout my career I have had the opportunity to work in different capacities within the industry. From admin roles to building the expertise of teams and years in a specialist technical role devising complex advice strategies, my journey to Goldsborough was very much from the ground up. As a Financial Adviser, the ultimate reward is the empowerment of clients to confidently make decisions in navigating everchanging personal and financial lives.    

I am committed to understanding each of your individual intricacies and advising you on how to achieve your personal and financial objectives. I’m dedicated to demystifying finance and am driven by the belief that everyone deserves a roadmap to financial freedom and a sense of independence, to retirement and beyond.

 

A bit about me personally

When I’m away from work you will find me soaking up moments with family and close friends, they are my everyday heroes. Outside of spreadsheets and investment portfolios, I’m no stranger to the real football (or soccer, for my non-football friends), where I showcase my dazzling moves—both on and off the field. Going to new places and making new friends is what excites me. I enjoy seeing and experiencing new places, so I take every opportunity to travel with my wife when time avails itself.

When I’m not scoring goals or celebrating victories, I’m diving into the world of Formula 1. It’s my go-to remedy for healing the battle scars from those intense weekend matches. Life’s a game, whether it’s on the pitch, on the track or navigating the path to financial freedom.

 

Important Notice: Goldsborough Financial Services would like to warn our clients and website visitors that we will never make unsolicited contact with individuals through text message, WhatsApp, Facebook, or any other social media platform. Please be aware that scammers often use the names and images of reputable financial professionals to deceive people and steal their money.

It is also important to note that Goldsborough does not promote or endorse any cryptocurrency trading schemes. We urge you to exercise caution and thoroughly research any investment opportunities before making any financial decisions. If you have any concerns or questions regarding any communication you have received, please do not hesitate to contact us directly through our official channels.

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Latest insights

As we transition from the working world into retirement, our financial perspectives undergo significant shifts. While we’re working, we have the reassurance of regular pay. This allows us to plan, save for one-off costs, and even extend our retirement timeline if something goes wrong. However, once we retire, the flow of a salary stops and we often face anxiety over the pool of money for retirement not being enough. Understanding the cognitive biases that affect us during these stages can help manage these transitions more effectively.
$1,000,000,000 ($1 trillion) will be passed on to the next generation of Australians by 2025, this number is projected to balloon to $3.5 trillion by 2025. It is a life altering event and one of life’s major financial crossroads, bringing new challenges and complexity as your lifestyle and wealth management goals change.