Our responsibility is to maximise the probability of you achieving your financial & life goals.
We are a boutique and professional financial planning practice that services the financial advice needs of Canberra and surrounding communities. We provide personal financial advice to clients on investment, insurance, superannuation, retirement, aged care and related estate planning matters.
Our Approach To Advice Is Different
Many clients never really take the time, either as individuals or a couple to talk about their life plans and aspirations. We ask a series of questions which are purposefully crafted to start you thinking about your life now and your preferred life in the future.
Once we understand what's important to you from a life and lifestyle perspective, we investigate your financial situation to understand where you are and where you want to be.
Planning For Your Life Goals
If we realise it or not, everything we do in life has a financial consequence. Some life events are exciting, like securing your first job and buying your first home. Some life events may require assistance from your partner to make joint financial decisions like raising a family, starting a business or retiring from work. And unfortunately, there are some life events we have no control over, like redundancy and the passing of a loved one.
Strategic Advice Matters
The advice we provide needs to be strategic. This means we creatively and skilfully bring together your situation and needs with our experience, knowledge and technology to develop a written plan to specifically achieve your goals.
We believe it is important that we present our advice to you in writing, allowing you the opportunity to understand and review the strategies, ask questions and be confident with the approach ...read more