Take a quick Financial Freedom Check and find out how things really stack up.


You don’t have to be “rich” to use a financial planner and you don’t need to have “lots of money” either.

The best financial adviser and financial plan can only put you on the right track for your financial future: you need real commitment and discipline to stick to the plan.

Money doesn’t save itself.

If you are a young professional, earning a reasonable salary, you don’t want to fritter it all away.

We don’t advise you to give up all your pleasures in life, but if you want to start accumulating for your goals and a secure future, you need to start on a path to get you to where you want to go.

Have you thought about where you want to be in 10, 20 years’ time?  It’s not that far away.  A sound financial plan, implemented now, will help you become the person you want to be moving forward.

So you’ve saved hard but you don’t seem to be getting anywhere?

No wonder when interest rates are the lowest they’ve ever been, the stockmarket and shares are up and down like a yo-yo and even property investing is starting to become tricky.

Inflation alone can whittle away your hard-fought savings. There are ways to great healthy growth from your savings and investments without feeling you’re betting your money on a roulette wheel.

You need to feel comfortable about where your money is and you need to know the options.  Let us enlighten you.

You have a specific goal but you’re not sure how you are going to achieve it?

You’ve thought about your priorities and you know what you want: travelling the world, helping your children with a house deposit, a big bling wedding?

Targeted saving for specific goals and events is possible.  With our expertise we can help you get there in a realistic time frame.

On the other hand, life can be full of unpleasant surprises and life-changing events.

Sometimes we can be left emotionally devastated and financially ruined by unforeseen events:  a divorce, serious and expensive health issues, crippling debt.

Sometimes we are so overwhelmed by events that we can’t see the wood for the trees and just don’t know, or don’t have the strength to know, where to begin.

You are not alone and it’s not unusual to feel crushed by circumstances.

We can give you a compassionate, realistic evaluation of where to begin and how to move forward.

I can't change the direction of the wind, but I can adjust my sails to always reach my destination

Jimmy Dean


Book an appointment with your new financial advisor and get things moving in the right direction today!

  • This field is for validation purposes and should be left unchanged.