FINANCIAL ADVICE
Personal Insurance
Planning & Claims
Debt Management
Budgeting & Money Management Coaching
Goals & Values
Tax Minimisation
Investing
Retirement Planning
Superannuation Strategies
BREAKING DOWN THE MYTHS OF FINANCIAL ADVICE
We do not...
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Make you rich
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Sell you products
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Tell you what you want to hear
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Recommend the next hottest investment
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Only chase returns
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Tell you how to spend your money (creepy)
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Scold, judge or make you feel silly about your relationship with money
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Only look after the wealthy
We do...
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Appreciate there is more to life than just numbers
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Work as a team with our clients, on the same level
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Educate, educate, educate
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Focus on family, lifestyle and your passions
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Focus on no-bullshit, practical actionable steps to create positive change
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Teach you good money habits and behaviors to give you back control
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Tell you what you need to hear, NOT what you want to hear
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Help you define and express your goals and core life values
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Simplify the complex
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Consider our clients like family and provide around the clock support when needed