The plan is fluid, the foundation is stable.
Success can’t be left to chance. So we’ve developed a philosophy which establishes a firm foundation upon which we build a personalised and highly adaptable plan for ‘Activating your Wealth’. These pillars – Money Mindset, Asset Management and Intergenerational Wealth – are critical in helping us bring people together as they transition to ‘more life, less work’.
Your money mindset is the first pillar to our Activating Your Wealth™ philosophy. Understanding it is an opportunity for creating unforgettable life experiences with greater financial certainty and control.
We aim to fully understand how you think and feel about money. Essentially, your ‘money mindset’. Our conversations with you focus on uncovering your values and your experiences with money, as well as your goals, your priorities, and the timing of outcomes which matter most to you.
Talking openly and confidentially from the outset is key. The discoveries we make and the ideas which grow from them can help us determine the right pathway for you. So often small insights can make a big difference to what can be achieved.
In our experience, we find that what people value the most, is family. This guides our discussions about where they want to be and what they want to do. We start by mapping out what ‘a life well lived’ might look like for you. From buying a family holiday house big enough for everyone, anytime, to helping kids with their first house or business venture. Perhaps it’s a memorable overseas adventure, every year. We know the right questions to ask, to achieve outcomes that provide rich life experiences and enhance family connection with each other.
After all, there’s more to wealth than money alone.