Janean Hicks

Experience

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  PSG Konsult LTD

  Feb 2004 - Jan 2010

  Senior Financial Adviser

  Janean operated a successful Financial Planning practice providing holistic financial planning advice to her clients. Our speciality was Portfolio construction and designed Discretionary/Non discretionary portfolio for high nett-worth clients and included advice and services in the areas of offshore investing.Janean sold her partnership in PSK Konsult (Houghton) to her former business partners prior to moving to Australia in 2010. This business in still in operation,and successfully manages 17 billion under management. Show less

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  Prescott Securities (also known as Vantage Wealth)

  Jan 2010 - Jun 2010

  Financial Advisor

  Prescott Securities (Vantage Wealth) provides stock broking with the inclusion of wealth management, investment advice, superannuation and retirement strategies. They were self licensed through Prescott Securities.I was offered a position to establish a risk insurance business within the group. I established the CRM system, process and workflow tasks using COIN & XPlan to ensure they can deliver a customised service to their clients.The management team within Prescott Secirities mad a Denison to form their own business Vantage Wealth, I decided that I wanted to set up my own private practice. Legacy Professionals (also known as Legacy Financial) was established in July 2010. Show less

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  Personal Insurance Solutions Australia

  Jun 2010 - Aug 2011

  Director

  I was head hunted by Professional investment Services (PIS) to join a business opportunity through Personal Insurance Solutions Australia which aimed at deriving referrals from Accounting, mortgage and general insurance firms as a referral partnership to provide advice to their clients in the area of Peronal insurance and Business Risk Insurance.I operated the PISA business alongside Legacy Financial (previously known Legacy professionals). As the principle adviser and director PISA, I developed a referral programme and process that the referrer could easily refer and provide insurance solutions to their clients.I decided to resign as director as we were unable to conclude an amicable Shareholders agreeement. Show less

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  PlusinSure

  Aug 2011 - Jun 2012

  Director | Co-Founder

  I was approached by Mariam Birmingham, founder of Sovereign Plus to head up subsidiary insurance business for Sovereign Plus wealth clients. A formal heads of agreement was agreed upon and the business was established as a seperate entity “PlusinSure”.The wealth business and three key financial planners in the timeframe of six months of my joining had all resigned. The Heads Of Agreement and the build on PlusInSure cam do a standstill which resulted in m y resignation. The financial Planning business Sovereign Plus was sold a few years later. Show less

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  Integra Tax, Wealth & Accounting

  Jun 2012 - Jan 2014

  Director

  Integra Tax & Accounting was solely an accounting practice who undertook a strategic view to incorporate Financial planning and wealth management services into the business. I was offered the opportunity to head up the Financial Planning & Wealth management team as a Joint Venture. This became a successful business which after 18 months, the accounting board decided to sell the Financial planning business due to new licensing Regina and FoFA.I decided to sell my holdings in Integra Wealth and concentrate fully on building Legacy Financial & Legacy Succession. Show less

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  Legacy Succession Planning Pty Ltd

  Jun 2015 - Jan 2016

  Director

  A new business succession consultancy, Legacy Succession Planning, has been specifically designed and created by Legacy Financial director Janean Hicks to help business clients maximise the value of their business, pre and post sale.As a certified financial planner with more than 20 years of experience advising and working with business owners in all areas of their financial life, Janean formed a strong view, that in particular business owners are unprepared and unaware of the process required to prepare their business for a successful exit. Ultimately, the value (sale value) would be required to fund their retirement and living needs. While a big percentage of business owners intend to retire in the next 5 to 10 years, statistics confirm that less than 50% have a formal succession plan in place.Legacy Succession Planning was formed to make a positive difference to their clients by educating them on the importance of business and succession planning. After all, every business owner will want to retire, sell or exit as some stageWe have designed a four-phase framework to educate, empower and execute strategic roadmaps that make the Business succession & exit process as seamless as possible. Show less

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  Here Business & Wealth

  Jan 2016 - Nov 2019

  Director

  MVP Financial, proudly West Australian, is designed to support local business thrive through smart financial advice and services from a team of highly experienced Accountants, Business Advisors and Wealth Specialists.Our team have developed an in-depth appreciation of the challenges small business owners.About meI am a CFP with 20+ years’ experience in the financial planning industry and accredited to provide holistic comprehensive advice that include SMSF, ASX securities, MDA and Estate Planning.I have operated my own successful Business and was previously the Founder of Legacy Financial & Legacy Succession. My previous experiences’ director of PSG Financial Planning and exclusive roles in the banking, insurance, broker distribution and fund management.Today, I am Director of MVP Wealth and responsible for heading up financial planning, wealth & investment management activities.I obtained my CFP in 2007 and Dip FP in 2009 together with SMSF and ASX accreditation through Kaplan.What I care aboutI'm passionate about helping my clients manage their financial affairs and make prudent decisions by understanding the complexities of investments, financial markets, taxation and their ever changing regulations. I always take the time to understand your needs, goals and preferences and am here to guide you along your journey.I'm here help identify what is important about money to you. In the discovery meetings I conduct we'll delve into your top priorities and will set out a simple one page snap shot of your entire financial position. From there I provide solutions to assist you in making smarter decisions about your money.Need some advice?Some of the services MVP Financial can provide include guidance on budgeting and goal setting, superannuation (including SMSF’s), pre-retirement planning, personal and insurance planning, aged care and Centrelink planning, managed investments and securities and much more. Get in touch, give me a call at 08 9217 2400. Show less

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  Carbon Group

  Nov 2019 - Jul 2022

  Director & Financial Planner

  Placed at the heart of Carbon Wealth is the story of Director Janean Hicks. Growing up in South Africa, Janean suffered the loss of her father as a young girl, and the drama that followed because he didn’t have his financial affairs in order, continues to serve as her motivation to make a difference in the lives of families.Janean story drives the vision, the passion, and care that flows through every aspect of Carbon Wealth, and through her 25 years of experience, she is able to provide personal guidance and is passionate about helping clients manage their financial affairs, helping them make prudent financial decisions, navigating complex, hard to understand intricacies of investment, financial markets, taxation, and the ever changing regulations. Janean will take time to understand your needs, goals and preferences and guide you along the way.Though Carbon Wealth, Janean aspires to have a positive impact on the live s of her clients. She wants to take away the worry and replace it with peace of mind. And she wants her clients to be able to say comfortably that a plan is I place for the future of their family. Show less

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  Savi Wealth Pty Ltd

  Jul 2022 - now

  Director | Co-Founder

  With over 25 + years of industry experience, we are specialists in all areas of wealth and the financial world. We help you plan to be Savi about growing your wealth, protecting your wealth and strategizing to get the best financial outcome for your future.We mange the complete process- all in one- and work collaboratively with you to build the wealth you deserve. We have designed our "Smart" Medical plan for those in the medical profession.Our difference is in the experience, knowledge and process we share with our clients to achieve success the Savi way. Show less