We provide a high quality, comprehensive financial planning service designed to help you focus on the key financial areas in your life required to achieve your lifetime goals and financial objectives.
We work closely with you to establish your financial goals and aspirations and then create a plan for their attainment. It’s a strategic approach, taking your long term goals into account as much as your current personal situation.
Importantly, our focus is on your overall wealth and lifetime goals, not just a narrow focus on products, unlike many financial advisors.
Once we know and understand you well, and ONLY THEN, we will consider the most appropriate financial solutions for you.
We listen to you and get to know what you want, what you don't want and help you construct a plan for the future utilising leading edge financial scenario modelling software.
Our mission is to bring money to life, our approach is different, and we help you create your own personal plan for the future. It’s like having your own personal business plan.
Many people don't know how much money they need to achieve their life goals. After all, it can all become very complicated if you are not careful.
After working together, you will have a clear picture of what you need to do to achieve financial independence, financial security and peace of mind.
We will then work with you on a regular basis to make sure that you remain on track.
To help shape your thinking we will measure your progress against key milestones. Firstly, we make sure that you have enough money to meet your basic needs, then we help you move up your “Wealth Pyramid” to achieve your next set of wealth goals.