Everyone has different reasons for seeking financial advice, but some of the most common reasons our clients have sought us out centres around major life events. We love hearing their stories and we share their hopes and dreams.

  • Young families often want to pay down debt quicker
  • Many of our clients want to send their children to private schools and save for possible tertiary education
  • Often retirement is on the horizon and they are looking forward to travelling, a few have come to us with plans to buy a campervan and take off for a few months
  • A common theme is family – many pre-retirees are cutting back at work to look after their grandchildren and want to make sure they can afford to do this, and spoil the grandchildren as much as possible
  • A few clients have come to us stating they want to start a small business so need advice about funding their venture as well as making sure they can afford to give up full time work while they focus on their new business.

"It's funny how life can change in an instant. I have been offered a full time job . So I will not need to access my superannuation at this stage. I would however like to keep you as my financial advisor...in the future when I have finances to advise! I liked your style of communication and trust that you will advise me honestly. If you are interested in being my financial adviser I would be grateful for your professional services. Many thanks Michael." Debbie