Our Values
Purposeful Life
We live by the principles of Ikigai; we encourage and help create life with meaning. We educate our clients to enjoy their lives and in doing so, they can relax knowing that their financial life will be taken care of.
Financially Confident
Mindset is everything.We believe in bringing a positive mindset to money and in doing so this ensures our clients have peace of mind knowing that they can live a comfortable life.
Helping Life’s Challenges
We are problem solvers and are dedicated to helping people navigate life’s challenges. We are trusted advisers offering support, education, and solutions to all of our clients unique circumstances.
Our Services
Meet Our Team
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The Team
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Meet
First appointment $350
Discussion with you to clarify your goals, work through your financial priorities and increase your financial knowledge. This session may be stand-alone as an opportunity to increase your financial knowledge or become the first step towards addressing and establishing your financial plan.
If you proceed with our advice, we may reduce our implementation fee by the cost of the initial consultation meeting.
Receive
Initial strategy from $4,800
Once we uncover what’s important to you and where we can assist, we workshop the numbers.
Behind the scenes we review and compare strategies to create a road map to financial freedom.
We present this to you as comprehensive advice and implement your strategies.
Review
Service packages from $320 p/m
To ensure the continued success of your strategies, that they keep pace with changes in your circumstances and the financial environment, it’s extremely important to constantly review and tweak.
The fee for this service varies and is dependent on the level of support you require and the complexity of your personal situation. We discuss this aspect of our service with you during the initial advice.
Useful Resources
Send us a message
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