We help you get to and through retirement
By making your money work and sharing our knowledge.
Twenty years ago, people told us that we were mad.
We were told that we could never build a business helping people to work out what their financial goals were and how to achieve them.
The accepted wisdom was that the only advice that people wanted was to help them to invest lump sums of money that they had inherited or received by selling their business, or in helping them to arrange their insurances.
Apparently, no one was interested in saving for their retirement and we were wasting my time.
But we had a different belief.
We thought that people like you did want to know whether your financial solutions were working for you.
We thought that you did want to know what you had to do to be financially secure.
We believed that, like us, you wanted to be able to choose to work in the future because you wanted to, not because you had to.
For the first five years, we invested in our belief while living off the smell of an oily rag.
We helped people to work out where they wanted to go and to make sure that they had the right structures in place to get there.
We discovered that you want these things:
- To know how to achieve your financial goals.
- Confidence that you can retire in the future.
- To only have to concentrate on your financial strategy for one week a year.
- To know that you are on track to achieve your goals and aren’t drifting.
- To be confident that we will tell you if you need to think about something relating to your money during the year.
- To understand that you can ask us any questions about what we are recommending and that we will answer quickly and in a way that you will be able to understand.
- To know that we will always be acting in your best interest.
- For us to always have your back and to care about your financial health and strategies.
- To be able to have freedom to make your own decisions.
We love helping people like you with your money and helping you to deal with your challenges, make your financial management easy and to give you confidence in where you are going.
Once we learn about you and your dreams, we look at what you already have in place with your financial solutions, and work out whether they are still relevant to you, or whether different solutions might be better for where you are headed.
We work out a plan for you, and develop your own personalised cashflow analysis. You can play around with it, to see what the outcomes would be if you changed some of your habits, saved more or saved less and if your investment returns were different.
Once we have set this all up, our job is to be there for you to bounce things off and help you to assess the impact of changes to your strategy.
This might mean changing your goals if you say, have a sudden burning desire to take the whole family to Europe for 3 months, or you want to change career direction.
The core to helping you achieve your goals is to have a formal discussion once a year around the same time where we review your progress and make sure that everything is working for you.
If you are like the people that we work with, something in your life is likely to change every five years, and from time to time, this can be every couple of years.
And the financial environment is changing continually.
We continually research and monitor the economic, investment and financial environment to ensure that you have the most appropriate solutions and we will alert you to anything you need to think about during the year.
For the last 9 years we have only taken new clients on by referral.
But, for a limited time, we are excited about opening our doors and meeting new people that care about their future and helping you to achieve that future.
If this sounds like you, then there are a few things that you can do:
Step One is to watch the training video that we have made for you. (Click on the button on the left below)
Step Two is to look around the website, at the education tools and articles in the Blogs, and to find out what some of our clients have to say about us and how we have made a difference in their lives
Step Three is to book in a 45 minute personal strategy session with us so that we can learn about each other and see if we might want to work together. (Click on the button on the right below)