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Fun Together
Do you want to live a great life? 
We'll help make it happen.

What does 'Values-Based' mean?

Your Values are the set of operating principles that are intrinsically and profoundly important to you personally. Your Values will guide you through difficult decisions, and point you towards the best actions for you. Our Financial Road Map process is designed to uncover your deepest values and work out what's truly important to you. 
It's a process we've been using for the last two decades, and it has helped hundreds of people to get real clarity about the future. It can help you, too, by enabling us to create a truly bespoke financial plan based on your own unique circumstances and goals.  
You tell us what you want to achieve, and we'll help you take the financial steps that turn your plan into reality.


Financial Road Map
Your Financial Road Map
What do you want to do in your lifetime? What goals do you want to achieve?  We use an exercise called The Financial Road Map®, which uses Values-Based Financial Planning to figure out what's most important to you.
You may wish to move home in the future, change careers, build a business or make a major purchase. Or perhaps you want to spend more time with your family or on your hobbies? You may be focused on building a solid enterprise, or you may be longing to get out of the rat race and just relax. Every person's meaning is different and, by figuring out what drives you, we can start to make a plan to reach your personal goals. What do you want to do with the rest of your life?

A plan cannot exist without an objective, and your Financial Plan is no different. The effectiveness of the plan that we develop with you will be determined directly by your willingness to do what is necessary to achieve the results that you desire. Understanding your values, and the reality of fulfilling them, provides the impetus to do what is needed.

Your answers to the question ‘What’s Important About Money To You?’ represent your values, the things that really matter to you as a person. A truly effective financial strategy will be harmonious with your values, and experiencing your values is the payoff resulting from a properly thought-out and executed Financial Plan.


Want to find out more and get started on your financial journey?


Why choose us?
What's our process?
People approach us for a number of reasons. Perhaps you need a partner you trust to help you get your financial life together. Or maybe you're very capable of dealing with your affairs, but you just don't have the time to do it properly and things are being left undone. Or maybe you recognise the value of having a knowledgeable professional team working with you to get things done and make the most from your money.

Whatever your reason, with over
30 years experience, a joined up approach with our Financial, Accounting and Legal teams, and a personal service tailored to you, we're certain we can provide you with a one of a kind experience.
  1. Get Started Easily: Reach out to us by email, phone, or visit us in person to begin your financial journey.

  2. Complimentary Consultation: Discuss your financial goals and needs in a free 30-minute call with a dedicated financial planner.

  3. Personalised Roadmap: If we're a good fit, we'll invite you for an in-depth meeting to craft your customised 'Financial Road Map'.

  4. Tailored Financial Plan: Our team will develop a comprehensive Financial Plan designed to achieve your specific goals.

  5. Clear Action Steps: We'll meet again to explain your personalised plan in detail, outlining the exact steps you need to take to reach your financial destination.

  6. Putting Your Plan into Action: Take the next step by implementing your personalised plan. We'll work together to put your strategies into action.

  7.  Maintaining Progress with Regular Meetings: After implementing your plan, we'll schedule regular progress meetings to ensure you remain on track to achieve your financial goals. These meetings will allow us to review your progress, make any necessary adjustments, and keep you motivated on your financial journey.


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