We are two specialised financial advisers, backed by a dedicated support team. Our aim is for you to enjoy life now while planning for the future by partnering with us. Through education and quality advice, we empower you with the right knowledge to first define, prioritise and then achieve your financial goals and lifestyle aspirations.
The foundation of our business is built on the following values
We endeavour to help you achieve the best life possible for you and your family. We will work together with you, not just for you, to make this possible. We take the time to clearly understand your background, needs, goals and aspirations (your story). We will work with you in collaboration and we strive to be a part of our client’s success.
We will examine what specific knowledge will be needed to succeed in your particular situation. We do this by first understanding your story, then providing the necessary education, research and resources you need to make informed decisions.
We will help bring order to your goals and aspirations, by assisting you to first make a plan, explain the steps you need to take, provide additional guidance as required and regularly review your progress.
We will help you follow through on your financial plan, by regularly reviewing your progress, following you up on outstanding matters and liaising with your key professional advisers (ie: accountant, solicitor, etc) to ensure a coordinated and documented outcome.
We look in from the outside to help you avoid emotionally driven decisions in important money and business matters. We are there to consult with you at key moments of decision making. Most people do not realise just how much emotion is involved until there is an important decision to be made or a crisis. We are focused on the big picture, seeing past today and looking to tomorrow. We can help take the (sometimes irrational) emotion out of financial and business decisions to help get the best outcome for you and your family in the long run.
