Clarity, Knowledge, Control, Direction & Peace of Mind
We can assist you to achieve clarity as to what is most important to you and what you want to achieve. We can assist you to achieve the level of knowledge and control you desire in relation to your financial life and help you determine the appropriate strategic direction. We want you to have peace of mind that you are doing all you can to achieve and do the things most important to you and live the life you want.
Quality Accessible Advice
We have also made quality advice more accessible, as we could see the financial planning industry fragmenting into two groups; higher quality boutique (but high cost and thus less accessible) providers and mass market providers, where quality is questionable and pricing can be anything from low to high (and it can often be hard to tell how much it truly costs).
Coming from the high quality boutique segment, it was important to us that quality was not compromised in making advice more accessible. Instead we have looked to better harness recent developments in technology to deliver services more efficiently and we have also unbundled the financial planning services provided.
You can elect to engage us to advise on a specific issue, a number of specific issues or to comprehensively review your position, where all relevant areas will be addressed.
You can limit advice to strategic considerations, which is ideal for those happy to be self directed with regard to investments, or you can incorporate investment and/or insurance recommendations as well.
You can take our advice and implement it yourself or you can engage us to assist you in implementing the advice.
You can go your own path until you feel you need further help or you can engage us to regularly review your position.
The choice is yours. You choose the services you value and avoid the cost of those you don’t.
If you are unsure what you need help with or as to how a financial planner can add value to your position, we offer a low cost high value add Financial Health Check meeting. During this meeting we work with you to better understand your current position and the path you are on, to better define why you are seeking help and what the desired outcomes are and also define the areas of advice that are relevant and whether you will get value from more detailed and specific advice.