Encompass means to surround or include comprehensively and this is at the heart of the advice we provide.
We listen, educate and support.
By building a deep understanding of who you are, your current position and future goals, we identify what is truly important to you. We explain your options so that you feel empowered to make critical and sometimes difficult decisions and act as your trusted partner in financial matters.
We strategise, design and build.
As we are not product aligned or influenced, we always provide strategy and advice that is in your best interests. Helping you achieve your needs and goals is our focus so we work with you and other advice specialists to create and implement a comprehensive long-term life plan.
We coach, guide and navigate.
We believe that wealth is about more than just money and only you can define what makes your life rewarding. As lifestyle focussed financial coaches, we build long-term productive relationships that enable you to live your best life and help you through the changes to your life situation that happen along the way.
Encompass Wealth creates clarity, direction and certainty in your financial life giving you the confidence to attain your life vision.