1. Get a bird's eye view of your financial lives by connecting all of your
Link your accounts (securely!) and tell us your goals so we can get an idea or
where you currently are and where you want to be.
2. We deliver you a comprehensive financial plan for free.
Our recommendations consider your entire financial life, so you get a
comprehensive, detailed plan (for free) to point you in the right direction.
3. We help you stay on track.
A plan is one thing. Sticking to it is quite another. We help you get the plan
in place and point you in the right direction.
4. A plan that evolves with you.
Life can change very quickly. Your plan should change with you. With our live
data feeds you are always just one click away from a new plan.
What you get?
ACHIEVE YOUR GOALS
Harvard studies have also shown that those who set goals earn twice as much
as those who don't. We will help you set goals, set a budget and smash those goals.
Chances are you are currently paying very high fees
on your investments and superannuation. These fees will put a huge dent in your life
savings. Plenty can manage your money for a fraction of the cost you would find elsewhere.
Odds are that you are paying higher interest than
you need to on your debts. We analyse your current debts and make sure you are
paying the lowest possible interest possible.
We hate tax as much as you. That's why one of our key aims is to get you
saving as much tax as possible through better structures and smarter spending.
Asset Allocation. Diversification. ETF's. Modern Portfolio Theory. Confused
yet? We take the confusion away by investing your money in the smartest way possible for the
lowest fee possible.
PEACE OF MIND
Having a solid financial plan in place, and understanding how you are placed
financially, will have a very positive affect on all other areas in your life.