More personal time

"Time and tide wait for no man."

Geoffrey Chaucer

Perth is one of the most liveable cities on the planet.  With great weather, beaches, open spaces and fresh air, our lifestyle is amongst the best in the world.  And with so many choices on how to take advantage of our wonderful city, our leisure time is precious.

But life can get busy.

We often get caught up in our work and when we do have some breathing space, we don't always spend our time wisely.  And yet, TIME is the ultimate finite resource.  How we spend it, has the greatest influence on the quality of our lives. MONEY is also a finite resource and it has a big impact on how we spend our time.  Perhaps this is why some people when they aren't earning money at work, they see their other job as working on the family finances.

Managing the family finances without help can be difficult and potentially hazardous.  It is too important to get wrong and yet some prefer to DIY without seeking strategic financial advice or investment advice, often unwittingly taking significant risks to their financial health.

Making evidence-based investment decisions, taking only the risks that are worth taking (as proven by empirical analysis) and keeping up with the regular changes to superannuation, pension and tax laws is a big job.  It takes time to do it well.  Getting good professional help greatly reduces the risk of paying a very high price for a financial education.

And time marches on.  Making mistakes can be costly from a financial perspective but it also consumes valuable time to recover lost ground.

We believe that working with a trusted financial adviser is the best investment decision you will ever make.  Someone to consult with when making important decisions.  Someone trusted that knows you, your family, your financial situation and your aspirations, that can keep you on-track.  And have you ever noticed that when you describe your situation to someone else and they provide feedback, that you often gain new perspective?  An educated and empathetic listener can greatly assist when you are considering your options and multiple alternatives are possible.  Sounding out your thoughts and ideas can help you uncover the things that are most important to you in life and help you to make wise choices.

Time is the most valuable resource we all have.

You know that your finances are important and need attention.

That's our job, so it doesn't have to be yours.

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Financial Life Planning is a holistic process
that puts your interests first and focuses
on increasing your sense of financial
well-being and life satisfaction.