We believe that sound financial advice and long-term strategies will help you achieve your goals more quickly than short-term strategies or risky investments. We serve our clients best by providing “slow and steady” advice over the years.
Our Mission
Helping you live the life you choose.
Our mission is to help our clients realise their hopes and dreams by helping them reach the financial means to fulfill them.
When you meet with us for the first time we’ll spend most of the meeting learning about where you’ve been in life and where you plan to go.
We want to learn about your plans for your family and your goals for retirement. How have you handled your finances up to this point? Are you conservative with your investments or open to some calculated risk?
Keeping things simple, doesn't necessarily take anything away from you achieving your financial goals.
Let's be conservative and take a safe approach to ensure peace of mind and confidence is evident, every step of the way on your financial journey.
Schedule a Meeting
Get a second opinion about your financial plan.
Schedule a meeting with us for a second opinion and here’s what you’ll get:
- We’ll spend most of the meeting discussing your needs and listening to your answers.
- We’ll answer all your questions regarding our fees and the services we provide.
- We’ll talk about your current investment strategy and make notes for our follow-up conversation
After the meeting we’ll put together some information and ideas for strategies that best fit what you’ve told us about your goals and income. Next we’ll schedule a follow-up conversation in which we’ll present our second opinion about your current plan.
There’s no obligation for our second opinion service and any information we provide during your meeting and afterwards is yours to keep.