Clarifying personal goals – helping people find and focus on what is important to them. - This guides the financial plan and gives it purpose. Once we have a good understanding of your goals we can effectively place a dollar value on them and run financial models.
Taking away the stress and worry related to finances. - One of the main reasons people don’t seek advice is they are worried about where they are at financially, or they feel it is too stressful to deal with. All we ask of our clients is that they give up a few hours of their time once or twice each year, to make sure everything is on track, and identify any tweaks or changes that need to be made. Our goal is for all our clients to walk out of their financial planning reviews knowing any small changes they might need to make, and that they can forget about their finances for another 6-12 months.
Creating a plan that is easy to follow (automatic), realistic, and achievable. - We will help you with any applications or changes required.
We will be there to support you right through your journey – we won’t just give you your plan and send you on your way.
Helping you live within your means. Giving peace of mind that you are on track, and that things are okay financially.
We are very experienced and pay attention to detail. We will let you know if you are on track and what you can expect from your finances.
We can also let you know if you are not on track, let you know what is achievable, and help you identify what you may need to change. Often this is about helping you take away the things that are not important.
