Our goal is to help our clients achieve their financial and lifestyle goals by providing independent advice using evidenced-based financial strategies. Our ultimate reward is when our clients reflect upon the journey we have shared with them and they acknowledge the valuable advice we have provided along the way. In short, helping you achieve your goals ultimately becomes our goals too. HOW WE CAN WORK TOGETHER Not everyone that needs independent advice has a lot of complexity. Most independent advisors attract clients that have a lot of complexity as they tend to pay higher fees. But we know that not everyone’s situation is complex. In fact, we value simplicity and we avoid ‘creating’ unnecessary complexity. Whilst we do have clients with a high degree of complexity, we can scale our advisory services to suit clients that have a relatively simple situation. Complexity is often the enemy of successful implementation. Whilst our overarching goal is to help our clients achieve their financial and lifestyle goals, there are four key services we can draw upon at various stages of our relationship: - Independent financial advice – our service is called Wealth Coach - Mortgage broking and advice. - Tax and accounting services specialising in automated accounting solutions for businesses, professionals and investors. - Personal risk insurance advisory.