I just love making a

difference in peoples lives.

What we do is Financial Planning, but a lot of my clients are pleasantly surprised when they see that what we do is not just about the money.

Paul Stott
Principal Financial Adviser

What should you expect

from a financial adviser?

An exemplary financial advice experience means providing more than just guidance around facts, figures, strategy and legislation. It means bringing all the moving pieces of your specific financial world into a single coherent plan and then building a framework to keep it aligned to your goals.

What does retirement

mean to you?

I just love that, for my clients, the result is a greater sense of wellbeing... and they don’t have this nagging sense of worry or fear about the future.

Paul Stott
Principal Financial Adviser

Connect, Plan, Protect

We can really help you to Connect with your future to help you define what you want your life to look like moving forward (not just in terms of money and material things, but your sense of purpose and wellbeing).

We start by having a look at where you are today, based on your current position – savings, assets, debt, and project into the future to see what your future looks like. Often that’s not the future you want, so we then set about designing a plan to firm up your future.