Client success stories

Olivia is a good saver, she has built up equity in home but is just too busy running a small marketing business to focus on her personal health, wealth and happiness.

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Nick & Lauren were fortunate to receive an unexpected inheritance. They didn’t want to blow it or abuse their good fortune so they sought financial advice.

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With a rapidly growing business in its infancy, inadequately structured for growth and tax effectiveness, existing shareholder agreements incorrectly executed.

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Thoughts

Valuable advice is made up of different factors. Asking the deeper questions, applying appropriate advice, and following up ensures advisers can deliver what everyone desires: health, happiness, stability.

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When we first meet a new client we like to start without any assumptions. We really want to understand what’s important to them, what success for them looks like and why? It was nice to see that Vanessa Bennett from Next Evolution Performance is also talking about the same thing in a recent workshop. Here is how Vanessa looks at defining success.

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Every person finds their own value from good financial advice. While some value a single point of contact, others value the advice team’s ability to have a bird’s-eye view of their complex financial situation. Our critical elements of financial advice are below.

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