What sort of people do you work with?
Our financial planning services will suit people who:
- Want their adviser to be easily accessible
- Want to work with an independently owned firm that is not aligned to any bank, industry fund or financial institution
- Appreciate simple and clear advice
- Are looking for comprehensive financial advice
- Have previously engaged a financial planner but have been disappointed by unnecessary complexity and/or a lack of service
- Know that getting the right advice is critical, but are simply looking for the right team to partner with.