Working with us
“To live your best life you need to make an informed financial decisions that respond to your life needs and goals”
Lifestyle financial planning
We have a team of financial planners with a wide range of skills, but most importantly we all regard our relationships with our clients as partnerships. Your active involvement in the lifestyle financial planning process enhances the benefits you will experience from our work with you.
Our experienced team of lifestyle financial planning experts will guide and work with you. You may have mixed thoughts and feelings about your life and your money such as:
- Am I living as well as I can?
- Do I have enough money?
- What changes do I need to make?
- I feel anxious, but don’t know if I should be?
Our Lifestyle Financial Planning process is centred on you and our aim is to assist you in managing your financial affairs in a way that enables you to live your life well.
There are times when you are faced with very important life decisions. These can have far reaching consequences for you and those who are close to you. We try to help you clarify your choices and make informed decisions. If decisions are made in this way – it is often easier to bear the consequences.
The Lifestyle Financial Plan we assist you to put in place provides a solid foundation to helping you live as well as you can.
7 Steps to building wealth
Associate Financial Planner
Certified Financial Planner ®
It is difficult to quantify the benefit of having a trusting relationship with a skilled financial planner when faced with major life changes. These would include the loss of a partner and encroaching loss of independence as a consequence of illness or old age. We help a diverse range of clients. Some are building and accumulating wealth; others are managing their capital to fund their living expenses for the rest of their days. Here is a selection of comments from clients that reflect this diversity.