As Financial Planners, our goal is to help you live the life you want to live.
As reality-based Financial Planners, we believe that you, your family, your goals and aspirations come before any savings, pensions and investments you may have.
We believe money is simply a tool to help you achieve your life goals. The value we add benefits you, your family and your finances in more intricate ways than just your wealth.
Our six key attributes help us to deliver value to each and every one of our clients.
A life-centered approach
Our purpose is to help you achieve the best life possible with the money you have. We will work in partnership with you, putting your life at the centre of our conversations. We take time to understand you, your background, philosophy, needs and objectives, so that we can help you put your money to good use. In so doing, we strive to provide you with a better return on life, not just a better return on your investments.
We provide insight to help you avoid emotionally-driven decisions in important money matters. We are available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information.
We will help you to get your financial house in order and help keep it that way. We will help provide for your lifetime income and expenditure needs, as well as your tax planning, investments, protection and estate planning.
We work with you to anticipate your life transitions and to help you be financially prepared for them by regularly assessing what lies ahead. We will create an action plan to address and manage these transitions ahead of time.
We will work with you to prioritise your goals and enable you to follow through with your commitments. We will show you the steps you can take and regularly review your progress towards achieving them.
We explore the specific knowledge needed for you to succeed by first thoroughly understanding your situation, then providing the resources to help with your decision making. We explain the options and explore the risks associated with each choice.