Understanding your relationship with money is fundamental to how we will tailor a financial plan that fits you.

You might work in a similar job, be the same age and have the same number of children as someone else, but you’re an individual, not a category. There’s no such thing as a pre-packaged plan that’s just right for you. You aren’t a “Portfolio Maximiser” or an “Investment Property Magnate”.

A template is only a path to someone else’s ideal future.

You need to take charge of your own plan to get to your own future. When you’re striding along on your own path, you don’t have to worry about what everyone else is doing.

In short, don’t be surprised when you meet us that it takes a while before we’re talking about money. We want to know about your history, your family, your lifestyle, your career and your lifestyle aspirations.

Then we can start planning for your very best future. That will include working through models based on your current situation and what you’ve told us about your hopes for the years ahead. We’ll consider every eventuality by talking about a range of outcomes based on different inputs and scenarios.