About You
Our Promise to you
Our mission is to help our clients make sense of their money so that they use it in a way that allows them to do all the things they want to in life.
We’ll give you the Peace of Mind and Certainty that comes from knowing exactly where you are financially and from being clear on what you need to do to achieve all your dreams.
We’ll spend time with you every year to ensure you remain on course to achieve everything that’s important to you and to ensure your Financial plan is tweaked to take into account the changes to your finances and your goals that will inevitably occur. Using the latest financial planning software, we’ll plan your cashflow for the rest of your life. We’ll help you grow your money over the decades to ensure you always have enough. We’ll always tell you the truth and we’ll let you know if we can help you and if we can’t.
Understanding your current financial position
We’ll create an iQ Financial Lifestyle Financial Plan to give you clarity on exactly where your finances are going.
Help you identify your goals and desired lifestyle
What life events will you need money for? When do you want to work less? Would you like to work less and travel more? What people or causes do you want to provide for and why?
Planning decades ahead for peace of mind and confidence
You’ll be able to see (easily and graphically) what your long term cashflow and assets will look like. You can easily look at different options to gauge the impact on your finances. You’ll make better decisions.
You should get excited about having a financial plan that will help you live the life you want and have confidence that you’ve stacked the odds in your favour
Sign up Sign Up for our Newsletter on Financial Planning