It’s living the best life possible with the money you have.

The challenge for you is that anyone can (and they do) call themselves a financial planner. This isn’t very fair to you, the consumer.
To help you identify if we’re the right people for you to connect to, here is what we think is a financial planner’s role profile;

-Financial (re)Organisation, i.e. Getting paperwork off your desk, and onto ours.

-A Financial Planner looks at everything and connects it all together. They create a financial plan to get you where you want to be in life

-Quality financial planning firms deliver a range of high value services in addition to helping manage clients’ portfolios. These services include:

-Life planning

-Financial coaching

-Pensions advice and Retirement planning

-Tax planning

-Cashflow modelling and lifetime financial projections

-Assistance with legal, tax and estate planning issues and connecting clients to other trusted professionals at the right time

-Overcoming behavioral finance issues (so clients do not make costly financial mistakes at the wrong time)

Financial planning firms do the whole job.

When delivered as a complete package these services provide financial peace of mind to our clients.

Good financial planners/advisers add value; not all advisers, just the good ones.