Everyone has their own individual reasons for seeking financial advice.  Some of the most common reasons our clients have sought us out centres around major life events.

We love hearing their stories and we understand their hopes and dreams.

  • Often retirement is on the horizon and they are looking forward to travelling, a few have come to us with plans to buy a campervan and take off for a few months
  • A common theme is family.  Many pre-retirees are cutting back at work to look after their grandchildren and want to make sure they can afford to do this, and spoil the grandchildren as much as possible.
  • Increasingly, clients are now seeking advice on caring for their aged parents and understanding care options
  • Retirees are concerned about optimising their finances in retirement, ensuring that they have sufficient cashflow and are receiving their entitlements from Centrelink/ DVA.