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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.

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

Questionnaire Result

 
 

Process

Professional advocacy helps you articulate what must be known about you and your life partner, your fears, what makes you both happy, your purpose and desired outcomes to ensure your needs are dealt with and supervised with independent expert advice.
 
 

PRICE IS WHAT YOU PAY. 

VALUE IS WHAT YOU GET.

Warren Buffett

Advocacy

Key attributes required in providing effective advocacy include:

  • Establish a neutral space to engage with you and your life partner.

  • Identify and inter-relate each person’s values and goals.

  • Maintain professional standards for mutual respect, patience and support.

  • Obtain your informed commitment (not just consent) in your response to all advice and recommendations.

  • Promote wise trade-offs when faced with conflicting alternatives.

  • Never compromise on regular ‘fit-for-purpose’ checks to monitor outcomes.

  • Monitor delivery of Protection, Attention, Communication, Co-ordination and

  • Transparency throughout all interactions.

Values-inspired Advocacy eliminates many of the 'day-to-day' hassles in your financial life journey!

Knowledge, experience, system and processes oversee and co-ordinate selected ‘Best-in-Class’ Subject Matter Experts to service all your planning, finance, investment, accounting, legal, and risk management requirements. 

WORKING TOGETHER

The V-iA system becomes the one 'point-of-contact' for all your life planning needs. 

So, instead of trying to juggle varying and conflicting opinions with all your different advisers, you only need to have one relaxed meaningful conversation with us!

CONTACT US

Reassurance

Eliminate many 'day-to-day' hassles interfering with you living your Ideal Life by delegating to a comprehensive, integrated service helping you create a clearer vision of your success.

Your initial meeting to complete your financial road map is at our expense.

You benefit from our ‘fee-for-service’ remuneration arrangements because there are no hidden fees or commissions.

You will always know exactly how much you are paying for our advocacy and the services provided by the SME Team.

You have peace of mind knowing, no-one gets an ‘un-disclosed’ percentage of your assets to diminish the value of your wealth.

TIME HAS MORE VALUE THAN MONEY.

YOU CAN GET MORE MONEY, BUT YOU CANNOT GET MORE TIME.

Jim Rohn