Personal financial planning

Like all businesses, we have a process. What makes us different is you.

Your values, goals and aspirations help us get you started on a clear path to navigating life’s complexities and living your best life.

Our services

Our personal financial planning service focuses on you and your family. Together, you we can work through any roadblocks to ensure you can realise your financial and lifestyle goals.

Our approach is different.

We build strong relationships because we genuinely want to get to know you and understand what success looks like for you.

We take you through a series of steps to get you started on the right path and keep you on track.

Step one

Getting to know you

We ask a lot of questions, for only then can we truly get to know you. It’s only once we understand your values and aspirations can we determine what success means for you and map a path to achieve it.

Step one

Step two

Terms of engagement

We step through what we believe you’re looking for. We agree on the scope of work required and milestones along the way to achieve your desired outcomes.

Step two

Step three

Go granular

To succeed, we need to dig deep: while we need to know what’s above the surface, it’s what’s going on below that will help achieve your desired outcomes.

Step three

Step four

Agency

Our comprehensive plan will include clear goals and milestones to give you the agency to follow the path to achieving your life goals.

Step four

Step five

Success

Success doesn’t come overnight, nor is it a static concept. It’s about meeting your life goals, which we understand will change over time. We hold regular progress meetings with you to discuss aspirations and outcomes and realign plans as required.