Our clients experience the world differently!
- They demand - and get - a genuine, professional relationship with their financial advice team.
- They have peace of mind because their financial life is well structured, and their family's financial wellbeing is protected.
- They have complete choice because they are well informed, understand their options and have been shown the difference our advice makes to their lives.
- They happily pay their fees because they have been equal partners in a discussion that clearly establishes what advice and service they want, and will receive, from us.
- They don't follow the crowd because they value the role of their professional advisers as experts, while making their own decisions.
- They are confident because their advisers understand that good communication goes both ways.
Laying the Right Foundations
- Keen to establish the right foundations for a bright financial future
- Saving a deposit for a first home or about to buy a first home
- Wanting to protect themselves and/or their family in the event of illness or death (i.e. insurance and estate planning advice)
- Looking to make smart investment decisions on their superannuation and surplus cashflow
Feel like you’re at the Laying the Right Foundations stage?
Successful & Established Families
- Couples aged 30 to 50, with school aged children
- Earning good money and making good progress on their mortgage
- Sensible with their finances and wanting to make smart investment decisions to help secure their financial future
- Excited about retirement but uncertain if they have enough to retire comfortably
Feel like you’re at the Successful & Established Families stage?
Professional & Business Owners Thinking of Retiring
- Typically, business owners or professionals in their 50s
- Have worked hard and built up some investments
- Ready to either slow down or are counting down to retirement
- Excited about retirement but uncertain if they have enough to retire comfortably
Feel like you’re at the Professional & Business Owners Thinking of Retiring stage?
Is Talking About Retirement
- “Empty Nesters” with adult children, maybe considering a “Sea Change”
- Talking about winding back or might have started working part-time
- Have concerns about having to cut back in retirement
- Might wonder if they have enough to retire on or if they have to work longer
- Are over 50 years of age and wanting to enjoy life, not manage finances
Feel like you’re at the Talking About Retirement stage?
Even if you're not, we can help.
Let us know who you are and an advisor will be in touch to help you take the next step on your financial journey.
