Wealth – it’s about more than just money…
We know good Financial planning will change your life by putting you on a path to a wealthy future. We help our clients use money as a tool to live how they choose without worry. However, true wealth in life is more than money. We practise Financial Life Planning – it is about understanding you and helping you live your best life. We are all humans and will experience different moments in life such as – starting out, partnering, welcoming children in this world, uncoupling (divorcing), changing career, dealing with challenging health, changing gears, planning to retire, needing care and bereavement. At every point, critical and sometimes difficult decisions need to be made. These situations and the emotions we experience affect the decisions we make.
We pride ourselves on understanding life’s challenges and through education, coaching and mentoring, seek to empower our clients to know themselves and their financial position so they can make their best choices for their future.
We only have one life to live – live it with purpose and make your time count. It shouldn’t be worrying about the financial aspects – it is about enjoying relationships, living and making the most of your time. Time, how short it is and how quickly it passes – like the sand running through an upturned hourglass. Do any of us know how long before the sands of time representing our life runs out?
We focus on your total wealth by seeking to understand who you are, your family, your health, your financial situation and your belief set including your hopes and dreams for the future. We want to help to make your cherished hopes and dreams a reality.
We look forward to being of service to you through your life’s journey, helping you to navigate in the direction that’s comfortable, happy and prosperous for you – allowing you to make the most of your precious time and enabling you to live your best life.
Encompass your wealth – your life – your total wealth….
We are Financial Life Planners which means we focus on you, where you are in your life journey and where you want to get to. We work with you, to best help you achieve your future financial plans. Our financial planning services include:
Life Goals Identification
Risk Analysis & Tolerance Assessment
Cashflow Management & Tax Planning
Investment Planning & Asset Allocation
Risk Analysis, Management & Protection
Superannuation & Retirement Planning (incl. Home & Aged Care)
We also offer our expertise in these supporting services:
Transition and Retirement Coaching
Change your future, contact us
Your trusted partner to your future
1300 199 693
Helping you with what’s next…what are you retiring to?
Providing comfort and answers to questions such as:
Do I have enough to live my life the way I want?
Does my lifestyle need to change?
How to make plans for what’s ahead?
How do I transition from having a pay check to paying myself?
We are skilled in the areas of Superannuation, Pension plans, Home and Aged Care (independent and assisted living options) advice Read more.
BUILD & MANAGE WEALTH
Helping you grow your total wealth and your future. We work with you to understand you and what is important to you – where you are at now and where you are aiming to be. We build your unique strategy based on you and your needs. Read More
Total Wealth Education
We educate you to help you learn and understand total wealth – your family wealth, health/physical wealth and financial wealth. We know financial wealth alone does not deliver you total wealth. All must be in balance to optimise your total wealth. Read More