Financial Planning – at the heart of everything we do

The people who entrust their financial affairs to us do so because we take the time to understand what’s important to them, and because we work to align their vision for the future with their existing financial situation.


Financial planning sits at the heart of that understanding and alignment, and it works as a springboard for meaningful conversations about money and life.

Conversations that drive decisions around strategies and direction. We start with the big picture rather than individual financial product conversations.


Whether it’s a one-off piece of planning, or a relationship built over several years, we can help with:

Retirement planning

Investment and wealth management

Moving money across different generations

Estate planning

Tax planning for individuals and small businesses

Individual and family protection

Socially responsible investing

We won’t shy away from difficult conversations, if something isn’t in your best interests, we’ll show you the reasons why and offer better solutions. If we are retained as part of an ongoing service, we’ll help keep your plans on track through regular reviews and updating the financial plan.