Client benefits

Tailored, professional financial advice can help you make informed financial decisions and create long-term financial security for you and your family. We can assist you with managing and meeting your short and long-term financial needs, from starting out in the workforce right through to planning for retirement.

We can:

  • give direction and meaning to your financial decisions
  • put a strategy in place to help you build and protect your income and investments
  • assist you to plan for major changes in your personal circumstances, eg retirement
  • help you understand the long-term effects of your financial decisions, and
  • help you monitor progress towards achieving your financial goals.

We also provide ongoing services such as:

Regular reviews and/or portfolio valuations

Your financial situation will inevitably change - you may get a pay rise, buy a house, change your marital status, or welcomed a new child. Regular reviews ensure your plan reflects where you are in life.

Access to the latest news

We will regularly post latest topical news articles as well as provide you with our quarterly newsletter "Connect" that covers a range of topical financial and lifestyle information.

Invitations to free informative seminars

We also conduct regular seminars on a range of financial topics. The seminars are a great way to bring together clients who share similar financial goals and challenges to provide you with useful financial strategies and tailored information. To find out when our next seminar is being held, please contact us.

Referrals to our professional partners who provide accounting / solicitor / mortgage broking services

Some services available via our referral arrangements are:

  • Property purchases
  • Refinancing and debt consolidation
  • Accountancy services, and
  • Solicitor services.
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