It’s unlikely you have met anyone that does what we do – Financial Organisers.
We believe that you are meant to live amazing lives and so we help people think about; design and implement their ideal life.
Have you ever thought about what your Ideal Life looks like? What does it feel like? Who are you with? What are you doing? Who are you being?
Our process starts with your very first meeting, where there is a conversation about aligning your financial choices with your most important goals and deeply held values.
We then work with and co-ordinate a team of subject matter experts in tax, legal, money management, insurance and financial planning who peer assess every strategy. Our role is to oversee and co-ordinate the process to ensure it all comes together and you remain on track to achieve your goals – like an orchestra conductor.
Our promise is to get your financial house in perfect order (in 15 months or less) and keep it that way forever! You will have a 10 level of confidence that no matter what happens in the markets, the economy or in the world you will achieve your goals.
On a scale of 1-10 what is your current level of confidence? Our aim is to give ideal clients more time to do the things they really want to do with the people that matter most to them.
When they tell us about the clarity, peace of mind and the confidence they have in their future – then we feel that we are making a difference in their lives.