Wealth management with your goals in mind

Most financial planning firms are focussed on product.

We think your financial goals should reflect the way you want to live. That’s why we think it’s important to use an Independent Financial Planner.

We have a unique approach to wealth management. Before we make any recommendations about how to invest, or what to invest in, or what “product” or “platform” you should use, we take the time fist to understand what wealth truly means to you.

Our focus is on you

What are your goals? What’s important to you?

Together with your financial adviser, that has the training and experience to help guide you, we’ll use research based tools and sound strategies to create a clear path to your financial goals.

 

The process

Your first meeting with a financial adviser is free, and there are no sales pitches or no being told what you need (before we even know you).

We spend 60-90 minutes with you finding out what’s truly important to you (and why). Together we get an understanding of where you are, and where you’d like to be – and whether you’re on the right path to get there.

You’ll also get to know us a little better, and make sure we’re the right fit for you.

If we find we can help you get where you want to go we’ll tailor a financial roadmap for you.  Where most financial planners will give you a “statement of advice” (some of which even we find confusing) and then provide little ongoing support, we know that static financial plans are obsolete the moment they’re created. Our financial plans are dynamic and continually adapt as the world and your world changes.

 

We’ll also back up your financial road map with an investment strategy that suits you. As with life, investing comes with it’s own set of trade-offs. We create an investment strategy that suits you, with a view to tailoring it to what’s important to you:

• Keeping costs low?
• Managing tax implications?
• Capturing performance?
• Creating Income?
• Protection from bad markets?

Make a time to have a chat. We’re based on the Gold Coast, but help people all over the country to reach their financial (and life) goals.