Not many people are able to service their own vehicle, do their own dental work, do their own books and/or tax or diagnose themselves medically… For the same reason most people need a Financial Planner. Effectively managing ones financial affairs, more often than not, requires sound knowledge of various strategies and regulations.

We look after our clients through all life stages and assist them in setting up their finances to achieve their goals and objectives.

• An individually tailored financial plan based on your circumstances
• Recommendations on tax effective investing
• Possible reduction in tax
• Protection of assets
• Strategies to balance risk vs return
• Ongoing reviews and management
• Sleeping well at night knowing your financial matters are taken care of

The base of your assets is completely irrelevant. Every person is unique in their goals and objectives and our role is to assist you to achieve your goals. Whether you are starting from scratch or already have an asset base, it does not matter.

Most people work hard through their lives to build up wealth. Protecting your assets with the appropriate insurances is an integral part of your financial plan. We all insure our vehicles, our homes, but neglect to insure ourselves against catastrophic events. Without the appropriate insurances none of the vehicle or property insurance matter as you will not have funds to pay those premiums.

This one of those horrible “it depends” answers. The cost for every person will be different as their circumstances are unique. The first consultation is at our expense and you are under no obligation to continue if you don’t like what you see or hear. At that meeting we will explain the costs involved and what you get for it.

The earlier the better…the sooner you start planning your finances, the sooner you will be on the road to achieving your goals and objectives.

If you fail to plan, you plan to fail…