We believe everyone should have the opportunity to live their best life, take financial control and create a financial plan that achieves what REALLY matters to you. Together we can Make it Happen, here’s our 4-step approach:
We’ll provide the financial advice, planning, support, understanding and ACTION you need for Making it Happen. This is our commitment to you.
This circular framework continually considers the six key financial matters affecting your entire life. Together we’ll work though important money matters including:
- Making It
- Growing It
- Leveraging It
- Protecting It
- Enjoying It and
- Disposing It.
Using the Astute Wheel model, we provide meaningful insights that empower informed choices that help you to achieve the goals that matter to you.
Not sure where your pain points might be? Have a look at our FREE 5 Minute Financial Health Check.
If step one is to determine a comprehensive financial plan tailored specifically for you to meet your goals, then step two, with us by your side, is regular reviews that help you stay on track.
Scheduled reviews enable you, and us, as your financial planner to respond to the changes that life brings. These life changing events might include the arrival or loss of a family member, a significant purchase or inheritance, a change of job or taking retirement; all events that we want to be sure are considered in your ongoing plan.
We’ll spend days preparing for your review, ensuring your agenda covers all the right information to confirm the context and the principles at the centre of our relationship with you. Further to the standard discussions around superannuation, investments and insurance, this meeting will consider unique investment opportunities, travel and holiday plans, supporting your family and even philanthropic opportunities. We’ll look at your short and long-term goals and provide you with an accurate, up-to-date snapshot of your total financial position.