As highly qualified and experienced Financial Planners, we never take a cookie-cutter approach because we know that a custom designed financial plan is different for everyone. We don’t have a cookie-cutter approach to your financial management, we have a process.
We look at your unique circumstances (including your age, income, assets, and aspirations) and apply our proven financial matrix to develop a strategy that meets your goals and ensures your future no matter what the government or the economy may do.
Yes, we have won awards for our work as financial planners, and our clients and professional peers tell us we’re doing what we really want to do… helping our clients achieve their financial goals and enjoy the lifestyle they deserve!
We know some clients want to choose a financial planner they trust, and hand everything over. Other clients want to be consulted or at least advised at every step. You can be as involved in the process as you choose to be, but we always think it’s important for our clients to understand at a ‘big picture level’ WHY we give the recommendations we give, and HOW that will help you achieve your outcomes, even if you don’t want to know the specifics of WHAT we actually do.
"Had I asked the question, as to what your philosophy is, in respect to attending to my interests, the content of your newsletter is what I would be hoping to hear. Thanks again and my best wishes to Anne Graham and her team in whom I have the fullest confidence."
"Your professionalism and personal approach is important to us as it gives us confidence that your advice is sound and tailored to meet our needs."
"Thank you very much for the advice and ongoing service you have been providing us over the last few years. Your knowledge and guidance have been invaluable in helping us to focus on and clarify what our needs and goals are for the future and hence put into place a relevant financial plan. We feel our understanding of the options available to us has been enhanced by our discussions with you and we are confident of achieving our long term goals."
You are probably aware there has been significant volatility in Global share markets over the past week. The press has abounded with headlines such as
Welcome to the February 2018 Edition of our Knowledge Centre Newsletter. If you don’t have access to our Knowledge Centre or if you have forgott
In this edition of “Investment Solutions”, you will find the following informative articles: Market update – BT Financial Group Investment Spec