Advice Hub
Our aim is to significantly improve your long term potential value, and make sure your growth stays on track. To make sure we can do this, we provide expert ongoing advice and coaching, which helps you make smarter financial decisions when it comes to your money.
Here is how we get your finances back on track:
First, we kick-start you off with a 90-day action plan which will inspire you, and give you the roadmap so that you can be sure how to make the necessary changes.
Then, we check that your basics are in place. If they’re not, we help you get them back on track. We do this by:
· Creating automated systems that will help you to control your spending
· Provide you with live dashboards that keep you informed, and on track
· We make sure you have a plan B. This means creating financial buffers, valid wills, and so forth.
When the basics are in place, we begin creating a better wealth engine that doesn’t just run on one cylinder, because wealth engines that run on one cylinder tend to blow, which leaves people stranded, and may leave them facing financial hardship.
We can help you create a solid wealth engine because:
· We have an open investment approach
· We don’t recommend investments that pay commissions, or our own set of managed funds. This means that
o We keep fees low
o We definitely don’t recommend get rich quick schemes. Our recommendations are based on best practice strategies, and investments tailored for your financial situation.
o There’s a good reason why paying high investment fees for active fund managers isn’t always the best idea
o Did we mention we love to keep fees low?
With the wealth engine purring away nicely, we look at your current financial performance, and make sure you have a clear direction to follow. This means we go much further to help you pay less tax, and put more towards your financial future.
We do this by ensuring that you pay the least amount legally possible, while building your wealth.
We specialise in helping normal mum and dad clients who hate investment jargon just as much as we do. We keep things simple.
We also keep regular contact with our members, and while we keep things simple, we definitely don’t sugar coat if you veer off track, but we will always ensure you get back on course.