Not your typical advisers. With us you get...
Advice we follow ourselves
You get the advice we follow ourselves and give our family, it's not aligned to any institution, and it’s always tailored specific to your scenario. The bonus is the first discovery session is free so you can find out if we are the right fit for you.
Goal oriented
You'll discover and define your life goals and see your financial life with the value of hindsite. We’re independent, meaning we’re free from having to push particular products. And we quote you a fixed price for advice up front!
A different way of working
If you’re looking for typical we are far from it! – we do all the work for you. AMAZING, we know. We make everything as smooth as possible for you on your journey. WE don’t talk in financial Tech talk; we pride ourselves on making the complex simple.
WE'll help you......
Getting in your house in order starts with a plan. First, we need to get the foundation right and get a clear understanding of your family budget. We need to get you in the driver’s seat and in control. Like finding out where all your hard-earned money is actually going. Then, we work out a game plan to get you in a position where you can afford to buy that new car or shoot off for that holiday with the family.
GET YOUR HOUSE IN ORDER
Starting a family. It’s a bridge we all reach at some point in our lives. From a financial perspective, the thought of losing an income and covering those extra expenses can be a tad daunting. Well, we’ve been there – We have a young family of three. We know the challenges. We preach what we practice, you could say.
MANAGED FAMILY CHANGES
Planning for retirement’s a long game. To ensure you can do everything you want when you call time on your career, it’s a case of getting in early, even if you feel like you’ve left it a bit late. For us, it’s a case of working out the amount of retirement income you’ll need to support those endless trips to the golf course and family dinner parties and, from there, working backwards to find the right strategy.
GETTING A HEAD START ON RETIREMENT
Because you need to treat yourself every once in while. Once you’ve taken control of your finances, it’s really about making your money work for you & having enough in the kitty to do what you want
FREE UP CASH TO TREAT YOURSELF
There’s good reason why they say buying a home’s one of life’s biggest decisions. Particularly when it comes to finding a place to raise your family. It’s not just about grabbing the best home-loan deal. It’s all about finding the right debt strategy. Get the purchase structure right, and you’ll find you can actually buy more for your money – nicer suburb, more space, you get the picture.
BUY THE DREAM HOME
Private school can be expensive - lets be honest, At WE, having a plan in place to ensure you have enough money to send your kids to the school you want is something we've given a lot of thought about. We tried and tested almost every strategy so we can help you make the choice for you.
GIVE THE KIDS PROPER HEAD START
You never know what’s around the corner. That we know. It’s all about planning for rainy days. Touch wood. Better to have a safety net and not need it, than the other way around. While there are endless policies out there, it’s all about tailoring the right one specific to your unique circumstances. That way, you’re not paying for cover you don’t need. With the benefit of experience, it’s all about knowing what to look for in a product.
PROTECT WHAT YOU'VE BUILT
The last thing you want is to feel like your mortgage is holding you back, stopping you from focusing on those more important things in life. Structuring your finances and debt are a great place to start, particularly if you’re constantly just making the minimum payments. Here, our focus is on saving you money on your repayments and, ultimately, helping you pay down your mortgage faster, so you can own your home outright sooner rather than later.
PAY THE MORTGAGE RIGHT DOWN
With our help and the right structuring, you can experience the Wealth Effect, giving you the confidence to live a lifestyle you’ve always wanted; knowing your future is secure.
The way WE. work...
Meet + Discover
Explore Opportunites + Assess Strategies
Advice + Action
Manage + Monitor
What gets us out of bed in the morning....
We provide family centred advice to help our clients take control of their wealth. And, ultimately, help them build financial certainty and a rock-solid foundation for their families.
We’re also in it for the long haul. We genuinely want to become an extension of our clients’ and their families’ lives and empower them through the knowledge we share along the way.
Client Concierge
We know families. We are one.
We’re a family owned business and, yes, you guessed it… we’re married.
"Andre and I want to make a real difference in our client’s lives. Something that extends far beyond simply offering financial advice. We practice what we preach, and only give advice we follow ourselves, so we know our strategies work because they have been tested by us on us.
We started out on this journey together to move away from corporate financial life and build a future that allowed us to be in control of the hours we work so we could spend time with our loved ones while they are young."
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