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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.



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 Personal Time is Valuable

Successful people often measure wealth by the amount of discretionary time they have at their disposal. As life progresses, we become more different from each other, not more alike.

How can you and your life partner maintain your individuality and achieve your life goals, consistent with your values?

Clear values and goals, aligned with well-reasoned timeframes for your plans and a disciplined approach to keep you on track, are essential for achieving quality outcomes!

How to make the best of the rest of your life?

Get started on the journey to construct your Longevity Plan!

If you want happiness to come from the world you create within yourself, we can help you.

Murray McLean

Your Future Journey

Because we have a different focus to really get to know you, we can then work together to resolve 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, and always stay 'on-track'

Five years ago we were uncertain and concerned about the complexity surrounding our business, family and overall financial wellbeing.

Mindful of past disappointments over many years, we searched for reliable sources to access expert and experienced knowledge to help us improve the important lifestyle, financial and wealth creation issues we needed to address.

The comprehensive solutions were realised when we engaged with Murray and the expert Team coordinated by Values-inspired Advocacy.

The transformation across all areas of our life and business experiences has been amazing.

Thank you

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Robert and Joanne – Business Owners

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

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

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