Request a financial adviser

Need a financial planner?

Do you want a real financial plan created around your unique circumstance? Need to find financial planner who will listen to you and not just try sell you products?

Want to chat to someone about your finances?

Have a specific question that you would like some advice on?

I’m not qualified nor authorised to offer any sort of financial advice or planning services. But, I can put you in touch with an independent financial planner who will listen to you and discuss your situation. Instead of just making money off you by selling products, you need someone to actually listen to you and give you independent professional advice.

I am happy to recommend the folk from Rich Ideas. Highly qualified, friendly, and down-to-earth financial planners who are passionate about helping people create meaningful financial plans.

These chaps charge a set fee for advice, planning, and assisting you with your unique needs and you can book a free introductory chat to see if it’s a right fit.

Use the links if the calendar does not appear directly in this page for you.

Book a free introductory chat with Terence

Book a free introductory chat with Gavin

Terence & Gavin are not your “traditional” financial advisor. Their real aim and priority is to help you develop a plan. If you happen to need some financial products, they can make a recommendations, but that’s not the main aim. Here’s something I wrote about what If financial advisers can actually help you with and where you will find value.

If you need a financial planner or you need help on how to make a financial plan, book your free financial advice chat and see what he can do for you!

%d bloggers like this: