Your journey starts here:

INVEST A FEW MINUTES NOW TO RECEIVE ACCESS TO FREE AND USER FRIENDLY SELF-HELP FORMS TO EXPLORE CLARITY AND REASSESS YOUR FUTURE JOURNEY.

TO BEGIN PLEASE ANSWER THE FOLLOWING QUESTIONS:

Family time is important to me


Managing my finances effectively is important


Finding time to focus on personal financial life goals is difficult


Supervision and coordination of all my professional advice needs would help me


Lack of transparency and trust of advisers worries me



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


 
 

Process

Professional advocacy helps you articulate your desired outcomes and ensures your needs are dealt with and delivered with independent expert advice.

Why is that important?

Impartial guidance will help you align your values and tangible goals, arranged within agreed time frames, guiding you to make properly informed commitments to advance your plans for the future, in the best interests for you and your loved ones.

While mentoring and keeping you accountable, your advocacy Team works behind the scenes coordinating the work of your SMEs implementing your personal strategies monitored and reviewed with you three times every year.

This process is designed to:

  • help you when you are confronted with significant financial life issues, you have a specialist with a unique focus to help you clarify and organise your thoughts and dispel your fears in seeking the right advice towards taking you in your preferred direction.

  • give you the evidence and reassurance that you have a reliable and professional Team that never ‘pull punches’ and always protects your Back!

  • be consistent, dependable and deliver on all necessities to keep you accountable to yourself, by helping you separate logic from emotion when required.

  • give you 100% confidence that no matter what happens in the markets, the economy, or the world, you will achieve your desired outcomes, for the reasons that are important to you and your loved ones.

Price is what you pay. 

Value is what you get.

Warren Buffett

Time has more value than money.

You can get more money, but you cannot get more time.

Jim Rohn

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 bigger picture of your successes and outcomes.

Your initial meeting to complete your journey 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.