Independent financial planner for working professionals

As a busy professional, it can be difficult to find the time to give your finances the attention they deserve. That’s where we come in, we provide professional management of your finances, freeing you up to do what you do best.

As independent financial planners, we provide a wide range of services, including asset protection, tax planning and investment management. We can also help you plan for significant life events, such as buying a new house or planning for retirement.

Planning for what you need

Diane and Andrew offer a complimentary initial meeting to find out where you are now and where you want to be. If you decide that we’re right for you, we will work with you to create a plan that makes the most of your finances, both now and in the future. 

We will meet with you regularly to make sure your plan stays up to date and you remain on track to achieve your goals. Small course corrections along the way, to reflect changes in your personal circumstances or the broader tax/legislative/investment environment are essential.

If you’re looking to partner with an independent financial planner, contact us.

Are we the right financial planner for you?

Are you open-minded? Are you looking to build a long-term relationship with a financial planner? If you’ve answered yes to both of those questions, we’re off to a good start.

We work best with clients who value having a financial planner by their side, helping them to navigate life’s challenges and making the most of their finances.

Chances are, you are already doing well financially. You spend less than you earn and are building up savings. However, with a few tweaks, you could be doing even better. Partnering with a financial planner could be the difference between good and great. 

If you have a one-off problem or you require DIY financial advice, we’re probably not the right fit for you.

Our Fees

We only work with clients we can add significantly more value than it costs to work together. Our fee should be a fantastic investment for every client. Get in touch and we can send you our Terms of Business detailing our costs.