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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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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

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Process

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

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.