Why choose us?
We focus on what’s important
It all starts with you. Our process revolves around identifying what matters the most, and what a happy, fulfilled future looks like. Knowing what you want out of life means we can always do what’s best for you and your family.
We build a plan around it
Once we know what’s important to you, we can create and (more importantly) adapt your plan around it. This means that your financial situation and growth is always aligned with your goals and objectives, no matter how life changes.
Committed to adding value
We exist to make a difference, and it’s important to us that our clients feel we can add value to their lives. We believe this so strongly that we’ll never ask you to commit to our services until you’ve experienced a sense of this value yourself.
Here for the long run
It’s not about a quick fix, and we don’t work on a transactional basis. Why? Because we believe in the power of partnerships. We aim to nurture long-term relationships with our clients, as that’s how we get the best outcomes.
Proud to be independent
Being trusted to look after our clients’ money is a big responsibility. As an independent firm, we have the freedom to recommend products from the whole financial market, meaning we can choose solutions that more closely fit each and every need.
We don’t think qualifications are the be-all and end-all of financial planning, but they are a sign of our expertise. Kevin has achieved numerous industry certifications and has the life experience to advise on a wide range of circumstances.
Sustainability as standard
Financial planning is all about looking forward and thinking about tomorrow – and we want a future that’s just as bright for the generations that come after us.
That’s why we’re committed to an approach that incorporates ethical and sustainable investment practices as standard. That means proactively investing in initiatives that are working towards positive environmental and social change, and avoiding areas of controversial products or behaviours.
It’s more than just a box-checking exercise for us – it’s our principle, and we stand by it proudly. We hope that by taking this stance now, we can do our part to build a world in which our children and grandchildren can grow up to lead healthy, happy lives for years to come.
Want to see the power of financial planning up close? Just take a look at what some of our clients have to say.