Our
Clients

Clients we work with

​We understand that you may want to know we’re capable and experienced in dealing with someone like you. Equally we don’t like to put people in boxes, especially when it comes to how you think about money, the types of challenges you face and what you true wealth looks like to you.

The reality is that our clients come from all walks of life, but they share a number of similar qualities such as:

  • They are good people, who want to enjoy life and look after those they care about.
  • They see the value of having an experienced and objective adviser helping them to make good sound financial decisions,
  • They don’t necessarily have the time to focus on the day-to-day details of managing or creating wealth,
  • They appreciate having advisers who have a deep understanding of what matters to them and their families and will always act in their best interests

Individuals/families

Whether you are just getting started on your financial journey, looking to protect you and those your care about the most, get your hard earned savings working harder for you, prepare for your retirement or make sure your reitrement will be what you want it to be.

Businesses and Business Owners

Many of the businesses and business owners that we see are so busy running their business they don’t have time to focus on their personal financial planning. Working with you and your other professionals we help you to develop a personal financial plan whilst protecting your family, your business and your legacy.

Schedule a Consultation

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

Office Phone
06 843 1915

Office Hours
Mon – Fri 9:00am – 4:00pm

Our Services

What we do

Our passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.

Financial Planning

We will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

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Retirement Planning

We are here to help you avoid your own personal retirement crisis, by putting in a financial plan using our Common Sense process.

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Risk Management

We will help you understand the risks to achieve your true wealth vision and develop a plan to protect those you care about most.

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Investment Management

Our disciplined, evidence based strategies provide your portfolio with the proactive service you need to pursue your goals.

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Legacy Planning

We will help create a comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed to the next generation.

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Our Services

What we do

Our passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.

Insights

Doug and Renae

“We have been working with Brad over the last 12 months, he has tailored our insurance plan to suit our lifestyles, it is always easy when we meet with Brad and he ensures that we have a full understanding of our policies.”

Graeme and Julie

“We had huge concerns about retirement… There were lots of questions and we didn’t know who to talk to regarding our finances. Then Brad came across our path and he was able to answer the questions, give us direction and explain options we had not thought of, with regard to setting realistic reachable goals. Thanks Brad !!”