Let’s be honest, the world of finance is wildly confusing, and just when you think you understand it something changes and you have to start again. Our number one skill is explaining complex matters in simple terms.
There are hundreds of financial advisers that you could talk to, most are telling the same story and selling the same products – but a few are quite unique. They have unique approaches to explaining what they do and how they do it. We fit into that category and here’s why:
We’re here to manage your money, not your life – we assume that you understand the true road to riches is to have a good job, manage your debt and manage your spending. We think that your main priorities should be educating your kids (if you have them) and putting a debt free roof over your head. We believe that you want to know what’s going on with your investments and your superannuation – we communicate with our active clients monthly depending on their investment options.