The value of advice
You don't need to be a financial expert to make informed financial choices. We can help.
Guiding you towards your goals
No matter where you are in life or how much (or how little) money you have, you can benefit from professional financial advice. We will talk to you about your objectives, analyze your situation, and create a strategy to balance today's needs with future goals to put you in control of your financial well-being.
To be effective, financial planning needs to be coordinated. Each piece of the financial plan needs to accomplish its own specific purpose as well as support the goal of each other piece. We call this life-centred financial planning are experts in this area. We look at your entire financial picture and help you fit the pieces together properly.
We ask lots of questions, including:
- What does your ideal life look like?
- Do you know where your money goes each month?
- Are you confident that you and your assets are adequately and properly insured?
- Will you be able to retire with the lifestyle you want?
- Are you living the life you want to live now?
- Who is deciding what happens to everything you’ve accumulated when you die—you or the state?
- Are you funding your child’s education at the expense of your future?