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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

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Your Experience

Peace of Mind is influenced by the level of delegation you are prepared to forego. 

Quality conversations help you focus on your purpose, feelings and aspirations leading to informed consent and commitment to action recommendations.

Your roadmap to achieve your desired outcomes aligns with the bigger picture of your subsequent Longevity Plan.

Money matters not for what it is, but for what it allows you to do - in your life and with your family and friends.

Murray McLean

Expectations

A quality conversation with Murray will permit you to gain insights to answer all the ‘first impression’ questions specifically; How can you help me? Who can I Trust?

This initial discussion will lead you and your life partner to identify and clarify your values and aspirations, and goals, before moving onto money issues.

Murray and the Team oversee and champion your cause towards you achieving all your desired outcomes.

Ultimately, you will be guided towards completing construction of your personal Longevity Plan.

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.

Regular 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-in-class’ financial, legal, planning and accounting minds are doing the work to protect all your interests.