What Solutions Do We Provide That Makes Us Different?
Certified Financial Planner
A CERTIFIED FINANCIAL PLANNER® or CFP® professional is internationally recognised for having the highest education and ethical standards in financial planning. So when you want trusted, credible financial advice, look for a financial planner who holds the CFP designation. As a CERTIFIED FINANCIAL PLANNER® professional, we can make a positive difference to your financial future. We will be able to help you understand your financial situation, develop a strategy and give you guidance and advice on funding your children’s education, budgeting and tax planning, how to retire comfortably, debt management, insurance, estate planning and so on.
Greater Flexibility and Choice
We are NOT controlled by large banks, insurance companies or fund managers or influenced to sell products so we remain objective and focused on providing strategic advice designed to meet your goals and objectives.
Professional Qualifications
Formal qualifications – Master Degrees are essential. Our principal financial adviser holds Master of Applied Finance and Master of International Business
No Commissions on Investments
We do not accept commissions on your investments. As a professional advice firm, we simply charge an agreed “fee-for-advice”
Extensive Real-Life Experience
Our principal financial adviser has a minimum of 10 years’ experience in providing strategic advice to clients
Ongoing Commitment
Our principal financial adviser has been a CFP® professional since 2018. A CERTIFIED FINANCIAL PLANNER® or CFP® professional is internationally recognized for having the highest education and ethical standards in financial planning. So when you want trusted, credible financial advice, look for a financial planner who holds the CFP designation.