WHY US
Wealth, Success & Happiness is ill measured by just money...
It's one thing to build large quantities of money & riches, but what is its purpose?
Does it facilitate what makes you personally happy & fulfilled in life in a lasting way?
Do you really know how much is enough for you & your family & why?
You can't answer the "What" and "How" questions about your money without knowing your unique “WHY”.
We learned a long time ago that when your purpose and meaningful outcomes are clear, your decisions are easy, whether in your professional, business, or personal life.
It is no different with your financial life.
We spend a great deal of time learning what is important to you and your family, what is important to you about your future and your legacy, and anything else that is meaningful to you.
Only when we are clear about all of those things can we see how your finances can support, secure, and even accelerate the accomplishment of what is important to you.
We term the important things in your life as meaningful outcomes.
Getting very clear on your meaningful outcomes in life significantly increases your confidence in your financial choices and provides greater certainty of achievement, happiness, and fulfilment.
This allows us to examine your financial options and realise what is in your best interests.
That is how you obtain a truly personally tailored financial solution(s) to stay on track now & as your situation changes into the future or as the economic environment changes around you.
Knowing that the advice and guidance you receive on an ongoing basis are aligned with your meaningful outcomes also provides greater freedom and peace of mind.
Hear From Our Clients
We have a range of clients from many different areas & backgrounds. We tend to take care of clients for at least 15 or more years with our relationship being a close, trusted & honest one just like a great friendship.
In October 2017, we conducted an anonymous client survey (using one of Australia's leading consultancy firms) where we received a 64% response rate (the usual benchmark for survey responses is 30-35%).
We are pleased to share the following "General Comments" from our clients as part of the survey:
Please note, ALL comments below are exactly as they were written - which explains some of the spelling, grammar and sentence syntax.
"I have a very high opinion of the approach, professionalism and service model that I've received. It's highly personal, tailored and comprehensive. A key factor is the philosophy that it's life planning as much as financial planning and the goal and risk alignment is key. Thank you for your outstanding service in financial planning. I look forward to many more years of goal achievement as my family situation changes in the next decade or two."
"I trust their advice actions... I don’t not have to worry regarding my financial future."
"They are professional and caring advisors, as a result I have introduced some successful clients to the group."
"Excellent personal service & commitment to supplying the best outcome for the client."
"1st class company run by two very competent owners. Looking forward to many years of service."
"We have every confidence that our advisers are doing the best for us that they can. We are overall happy with the results."
"Gavin and David are a great team - their skillsets complement each other beautifully. "
"I always feel confident with my advisor and with the advice given. I do feel however that we have not gathered the wealth that I thought we might have as most of our wealth has been gained through superannuation and long service payments etc. I also understand the highs and lows of the market and how this effects wealth accumulation. Perhaps we should have started this journey sooner? "
"This team is always helpful and in the most timely manner. I constantly recommend them to friends."
"We have known David and Gavin for many years. They have guided us from work to retirement and explain things to us in simple terms."
