Our
Process

Proven Process

Your pursuit of true wealth begins with a framework for success. No matter your definition of true wealth, we will be there every step of the way. Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses.

Introduction

From the moment you schedule a consultation, we go to work for you. When it comes to first impressions, don’t settle for a handshake.

Discovery

It’s important for you and us to get to know one another before working together. Whether you’re determining your vision for retirement, just getting started or planning to retire soon, we will help you discover where your life and financial goals intersect.

Data Gathering

We take a holistic approach to wealth planning by understanding your life goals and risk tolerance. In order to build a plan that’ll set you on the path toward your goals, we take a comprehensive look at your life and finances.

Proposal

After understanding your financial position in your life, we create a personalized plan – a plan that’ll serve as the road map toward your goals.

Implementation

We aren’t a “set it and forget it” firm. We set your plan in action, then consistently monitor it and keep in touch with you. We’ll make any needed updates to reflect any major life changes or market factors.

Proven Process

Your pursuit of true wealth begins with a framework for success. No matter your definition of true wealth, we will be there every step of the way. Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses.

Introduction

From the moment you schedule a consultation, we go to work for you. When it comes to first impressions, don’t settle for a handshake.

Discovery

It’s important for you and us to get to know one another before working together. Whether you’re determining your vision for retirement, just getting started or planning to retire soon, we will help you discover where your life and financial goals intersect.

Data Gathering

We take a holistic approach to wealth planning by understanding your life goals and risk tolerance. In order to build a plan that’ll set you on the path toward your goals, we take a comprehensive look at your life and finances.

Proposal

After understanding your financial position in your life, we create a personalized plan – a plan that’ll serve as the road map toward your goals.

Implementation

We aren’t a “set it and forget it” firm. We set your plan in action, then consistently monitor your plan and keep in touch with you. We’ll make any needed updates to reflect any major life changes or market factors.

Ongoing Care

45 day check-in

You can be as involved in your wealth plan as you’d like thanks to our online portal. we ensure that you are comfortable wiht how it is all setup and know where everything is.

6 Month progress reviews

Once your wealth plan is in motion, we will meet with you 6 monthly to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.

Ongoing care

Early retirement? European holiday? No matter what your idea of “true wealth” is, we will help you develop a personalised wealth plan to help you pursue your goals.

Ongoing Care

45 day Check-In

Once your wealth plan is in motion, we will get together ensure you are comfortable and know where everything is . Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.

6 Month progress reviews

Early retirement? European vacation? We will meet with you twice each year to check in on your goals, evaluate your plan, and make sure your money is working in your best interest.

Ongoing care

Early retirement? European holiday? No matter what your idea of “true wealth” is, we will help you develop a personalised wealth plan to help you pursue your goals.

No matter what your idea of “true wealth” is, we will help you to track your progress and ensure you are on the path to achieve your goals.

Ready to Start the Process?

We can help guide you in your pursuit of true wealth. Contact us today to start your journey.

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

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

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 !!”