You are…
You want
To get financially organised and have less stress
A trusted sounding board
To be challenged with the truth about your money so that you avoid big mistakes
To have your money managed in the same way that we manage our money
Clarity and transparency at every point of our partnership
Comprehensive planning with regular meetings that focus on keeping you on track to achieve your desired lifestyle without fear of ever running out of money
You don’t want
To be allowed to do anything we would not do ourselves
The simple to be made complicated
To try to time the market. Time in the market is the key to investment success so you do not wish to expose yourself to unnecessary risk.
To ignore tax as it is likely to be your largest expense. Therefore you want to understand how to minimise its impact on your finances.
To avoid hearing the unvarnished truth. If you need to take corrective action you want to be promptly told why and how. If you do not want the unvarnished truth about your money then we are not for you.
“A wise person proportions his or her belief to the evidence.”