As your financial adviser, we promise to always provide:
1. Simplicity and transparency
We know that finances can be complicated, so we keep things simple. We communicate in plain English and avoid any acronyms or jargon. We take the time to explain the important things, so you’ll know what we mean.
2. A ‘big picture’ focus
We remain focused on the big picture; where are you today, where do you want to be and how to get there. We’ll drill down into the detail, when required, but never lose sight of what we’re trying to achieve together.
3. Integrity and independence
We’re completely independent, which means we’re not owned by one of the big banks or fund managers. This ensures the advice we give is based on what’s right for you, and nothing else.
We hold each other to account. We’re accountable for the success of your financial plan but will also hold you to account for sticking to it. It’s our job as an adviser to be the mentor, guide and coach in your financial life.
5. Advice in your best interests
Have you heard of a fiduciary duty? It’s a fancy way of saying that we’ll always act in good faith and in your interest, above all else. In other words, we’re in your corner.
Want to know more? Drop us a line.