I am often asked to articulate how I can help clients. In fact, it’s the question I’m answering every time I engage with a prospective or existing client.


So what is the value? It’s often difficult to fully describe what we as an industry does beyond the obvious, and perception is critical. People will only pay for value they can see, but what if they cannot directly see it?

Me ruminating on this idea led me to a conversation with my 9-year-old grandson about dark matter. He’s fascinated by the universe, politics and philosophy. It was quite a journey!


Offer me some latitude here, please. It’s a bit like when you are at the railway station, remember the advertising campaign “If you see something, say something”?


When I’m working with my clients, we go deep and wide to understand their particular set of circumstances. We look at the cost of the ticket, entry and exit points, likes, dislikes, preferences, biases, mindset, knowledge and understanding (of financial and other matters), risk and how to mitigate it.


Basically, to identify the things on or outside the margins, between the lines, to unearth the known and unknown. Find the backpack with the ticking timebomb and disable it.


NASA says “We know Dark Matter exists because of the effect it has on objects that we can observe directly”.


Our promise is a plan that will show the way to better financial and lifestyle outcomes. I firmly believe that people should take that journey. Trust in the process because they will see the value, even if it is only to change from one side of the platform to the other. That small change compounding over time can make a massive difference that they will be able to directly observe and benefit from.

What does financial independence mean to you?

If we fast forward and we could replace the income you earn from business or employment with income from assets, would you consider yourself financially independent?

Do you know what asset base is needed to generate that level of income?

Most people we meet will fall short of their goals. The value of advice lies in the knowledge and comfort you gain from following a well-crafted plan, executed with Finesse and having a team of professional advisers surround you that you can call on as you observe the need for change.


Disclaimer: The above commentary is not intended to be advice, please seek professional advice from your qualified and licensed financial adviser before making any financial or investment decisions.

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