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Family time is important to me and my Life Partner.


Managing finances effectively is important to us.


Finding time to focus on personal financial life goals is difficult.


Supervision and coordination of all professional advice needs would be helpful.


Lack of transparency and trust of advisers worries us.


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Please note that we do not keep any of your answers in our system

Questionnaire Result

Your score suggests you may not be ready now to consider the need for help with your personal affairs.

Should your circumstances change, please contact us for a free and confidential consultation.

There are key areas of your life you cannot delegate, such as all aspects of Physical, Health, Relationships and Career.

Every month, we release an e-newsletter that focuses on these four important areas of life.

This informative publication may be of interest to you and your family.

We invite you now to complete the invitation below to subscribe to our free monthly e-newsletter.

You will also receive the self-help forms for you to explore more to be known about yourself.

Questionnaire Result

 
 

Your Experience

Because we have a different focus to really get to know you, we can then work together to resolve any significant issues so you always stay on track!

Quality conversations help you identify how to connect your values, feelings and aspirations in making realistic financial decisions.

You are helped to draw a roadmap to achieve your desired outcomes aligned with the bigger picture of your Longevity Plan.

As our relationship grew with the guidance of the Values-inspired Advocacy team, our day-to-day clarity, sense of personal achievement, and peace of mind has led us to understand the true meaning of passing the ‘sleep test’!

Nothing is too much trouble for Murray and his Team of experts, particularly the willingness to help gives us the reassurance we can proactively influence how we can achieve our long term goals.

Thank you All.

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KYLIE AND RONALD – SUBURBAN FAMILY

A very grateful thank you to the Team at Values-inspired Advocacy for helping us develop a strategy for our mid to long term goals and for putting everything in place to get us there with reassuring certainty.

It is great being able to enjoy our retirement, without worrying about all of the complexities involved in achieving a secure future – fortunately, we have you all monitoring and keeping us accountable so we are on track to experience the journey.

Much appreciated.

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KEITH AND JILLIAN – RETIRED SENIOR ADMINISTRATORS

We are so thankful to the V-iA team for helping us to know what we did not know about ourselves.

So much has been done for us behind the scenes with all facets of our family life and business needs.

We feel safe and secure in the knowledge that your team has our back and we have total peace of mind knowing we have greater clarity for our future tangible goals.

With one point of contact to co-ordinate all professional advice, we now have direction to work efficiently towards our desired outcomes.

You have delivered on the promises made to look after us and our growing family. 

Thank you all. 

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DAVID AND JANE - BUSINESS OWNERS

Outcomes

The Values-inspired Advocacy system becomes the one ‘point-of-contact’ for all your financial life planning needs.

Meeting at least three times per year coordinates all the detailed reviews for your strategy and progress reporting needs.

These conversations are pivotal to keeping you ‘on-track’ and focused on achieving your desired outcomes.

Passing the ‘Sleep Test’!

By centralising and coordinating your affairs, your life suddenly becomes a lot simpler and easier.

You will rest easy knowing that ‘best-of-breed’ financial, legal, planning and accounting minds are doing and checking all necessities on your behalf.