About You

Our niche is those looking for a financial planner who is truthful, helpful and kind as well as being boring but effective.

Great financial planning is ONLY AND ALWAYS about helping you make better decisions. And answering the only two questions that matter:

Am I going to be okay?

Can I live the life I want?

If you want to know, and understand, the answers then we can help you. If you want to “beat the market”, or think you need to generate X% pa to be successful, or want help trying to second guess what the future holds politically, economically etc. Then we are not the financial planners for you.

Our clients come from all walks of life and are of all ages, but face the same challenges.

If you are like them you will have a jumble of policies, accounts and plans you can’t make head nor tail of. You will want clarity on where you are and what you need to do to get what you want. You worry how your loved ones will manage when you are not around.

And you might be “stuck”, unsure of what to do next and wanting to find a place where things are simple, make sense and you know you are doing the right thing. You could be concerned you are making lots of little mistakes that are costing you. Or perhaps you want to delegate so you have more time with your dogs / garden / golf clubs / grandkids / kids / partner (alphabetical order).

Or, most likely, it’s a bit of everything.

Whatever the reason, our clients became clients because they wanted to make better decisions and be sure that everything is going to be alright and they can live the lives they want.

Is it the same for you? Then why not get in touch?

Do you Have Enough?

Great financial planning is not about financial products, fancy investments or hot tips. It’s about who you are, what sort of life you live, what you want out of life.

At the heart of this process is a fundamental question – do you know exactly how much money it will take for you to be able to retire comfortably, and to stay comfortably retired?

There can be no lasting financial success without a robust financial plan. And only an excellent financial planner can help you with this.

Download our free guide that explains how we can build a great financial plan for you.


Our sophisticated software helps with projection and planning

Knowing where you are likely to end up, based on what you’re doing now, is really important. It allows you to make changes in good time to keep yourself on track.

Our sophisticated software helps you plan and project your life and finances in this way. That gives you a very clear picture of where you are likely to end up and the compromises or decisions you’ll have to take.

Further, we can use it to work together and look at different ‘what if?’ scenarios. For example, what if you work longer, reduce your hours, downsize, etc.