OUR MISSION

TO ENSURE THE FAMILIES WE SERVE LIVE WITHOUT MONEY WORRIES AND ARE SET FOR LIFE


Life's not a rehearsal

Life's a fortnight holiday?


Expensive questions I help answer

Am I going to be ok?

Is my family going to be ok?

When can I retire?

What have I still to achieve?
 
What is my legacy? 


FINANCIAL PLANNING

Together we will craft an achievable and fulfilling lifetime financial master plan. This will ensure you have a clear strategy to help you accomplish your life goals and aspirations. Life is not a rehearsal; a plan will make your goals a reality. 

INVESTMENT MANAGEMENT

Your investment portfolio is designed to be the funding vehicle of your financial plan. Carefully created using evidence-based academic insight. Ensuring financial independence for you and multi-generational wealth creation. 

behavioural coaching

As humans, our emotional wants are in constant battle with our financial needs. We will endeavour to stop you from doing anything that is financially self-destructive. We'll ensure you behave your way to wealth and not misbehave your way to poverty. 


FINANCIAL ORGANISATION AND CLARITY

A lack of financial organisation can cause unnecessary anxiety. Getting your financial house in order will help that. We'll structure a hassle-free financial life for you, ensuring a clear path for you on your journey towards wealth creation.

EDUCATION AND
TEACHING

We believe that teaching and transparency are fundamental purposes in life. The accumulation of knowledge and the sharing of this knowledge is crucial to us. We will share with you our core ideas and our principles.

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ESTATE PLANNING
& LEGACY

Achieving your life and financial goals is paramount. After this we can then work on ensuring you protect this wealth and leave a meaningful legacy for your family, or support the causes and people who mean the most to you. 


Key benefits of ongoing advice

Annual planning meeting + ad hoc meetings when required

A safe pair of hands for your families financial future

There for the survivor in case of early death

Share with you what's always worked

unlimited phone & email support

There for good & bad surprises

Helping you avoid mistakes

The 'don't do that' service

Second opinion service

Accountability partner

Scam avoidance

THINKING PARTNER
 


High level, ongoing fees

Financial adviser 1% PA

Fund Manager 0.30% PA

Investment PLatform 0.35% PA

TOTAL 1.65% PA

Me, great fund managers, fit for purpose platform

(A best of breed solution)


Maybe paying approx 1.5% PA now, for no advice


What's the total all in fee you're paying now?