Simple advice for your financial what-ifs
Life is full of choices.
There’s the simple, everyday ones. What’s for dinner? North Beach vs City Beach? Is Austinmer prettier than Thirroul? (Clearly, it’s Thirroul).
And then, there’s the hard ones. The ones with much bigger consequences.
Should I pay off my mortgage or contribute to super?
Can I afford to send the kids to private school?
How do I take care of my ageing parents while working full-time?
They’re big decisions. Stressful ones. Ones that you might make only once in a lifetime, and you need to get right.
But you aren’t expected to know all the answers.
That’s what we’re here for.
To talk through the options. To run the numbers and show you the maybe’s, the might’s and the what-if’s.
And to help you make decisions that feel right.
That blend the numbers with what and who is important in your life.
Because the biggest numbers are not what drives you.
WISE MEN (AND WOMEN) HAVE A PLAN
(see what we did there?)
You don’t need to take crazy risks or follow the latest fad to get to where you want to be.
You need advice that’s both objective and empathetic.
You need to do what’s right for you.
We help keep your money life simple and structured. And we help you create a plan.
“Our discussions…have made our experience reassuring and financially rewarding” – Phil and Sue