When you've taken care of your money worries
LIFE CAN BE PRETTY GOOD
Money doesn't buy happiness
But it sure can play a part in how we feel.
Whether we sleep well at night; whether we experience that niggling feeling that something's not quite right; or whether we can enjoy living because we know our finances are taken care of.
"We trust him and we know that he is truly concerned about our financial future. We see this as a long term relationship and we feel safer knowing that he is keeping an eye on us!"
— Belinda and David Curtis
GOODBYE MONEY WORRIES
If you're like us, you just want to enjoy life.
You don't want to worry about whether you've got enough saved for a rainy day.
You don't want to worry about paying the bills if you're out of action for a while.
You don't want to worry about having enough money in retirement, so you can live the life you want.
"James’ service and expertise extends far beyond simple financial advice and management. He regularly reviews our insurances, succession plans, wills, and investment organisation."
— Dr. Guy Wright-Smith and Dr Leisha Hay
POWER OF A PLAN
But something amazing happens when you take responsibility and take control.
You own it. You do something. You get advice. You get a plan.
The worries disappear. You feel confident you're on the right path. You move forward.
And then, even when life throws you a curve ball - and it will - you're ready, you're prepared, and you can feel confident about meeting the challenges.
"He regularly reviews, and has responded to, changes in our circumstances and our attitudes to risk, and discusses openly any suggestions or concerns which we bring up."
— John and Shirley Leon
HONEST, STRAIGHTFORWARD ADVICE
Our happy clients have said it. We're honest and straightforward.
We’re not sales people. We’re advisers. And we genuinely care about helping you sleep easy.
We come highly recommended by many local families, professionals and business owners.
They love what we do and how we do it.
We hope you do too.