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Success.
Beyond the numbers.
Success, for us, isn't merely about outperforming an investment benchmark. While achieving strong returns is essential, our true measure of success lies in our clients reaching their unique financial objectives.
Money doesn't bring happiness.
It unlocks new opportunities.
We help you to identify those opportunities, and build a financial plan to get there.
![GWB_IF_JC_0804_0110 Hi[43].jpg](https://static.wixstatic.com/media/3d1c46_d43fc74056b64dc0ab2f7f81ddad2d70~mv2.jpg/v1/fill/w_230,h_230,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/GWB_IF_JC_0804_0110%20Hi%5B43%5D.jpg)
Glenn Brophy
Financial Planning Director
Wendy Brophy
Office Manager
![PP_INT_SM_1604_0050 Hi[13].jpg](https://static.wixstatic.com/media/3d1c46_cdcce5ffaea34202b7099b72aa5c3ac2~mv2.jpg/v1/fill/w_230,h_230,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/PP_INT_SM_1604_0050%20Hi%5B13%5D.jpg)
Paul Kenworthy
Senior Paraplanner
Nicola Porter
Client Support Manager
How we do this:
We've got a simple, tried & tested financial planning process that has helped hundreds of client families over the years.
1. Initial Consultation
First, we conduct a quick assessment to ensure alignment between ourselves and you, and promptly schedule a call to delve deeper.
How we work with you:
We ask a lot of relevant and meaningful questions and listen intently.
We conduct a thorough assessment of your current financial situation.
We understand any significant life events that might impact your financial situation.
We used evidence-based investing using tried and tested principles to find the right solution for you.
We understand your personal values, as well as your attitudes towards money.
See your financial future
in front of your eyes.
We use the best financial planning software available to build scenarios and show you how your financial future looks.
This gives you the opportunity to get involved in building your own financial plan with our friendly team.
Watch our video to find out more:
What we will do:
Empower your lifestyle without the looming dread of financial uncertainty. We're here to ensure you live freely, without ever worrying about running out of money.
We offer a compassionate and dependable compass through life's pivotal moments, ensuring your decisions are met with understanding, wisdom, and unwavering support.
We unveil opportunities, conquer challenges, and unlock your wealth's potential for a fulfilling, lifelong retirement.
What we won't do:
We will never focus on your investment goals without first understanding what the money is for.
We will never predict the direction of the economy or the stock market, or pick the hot sectors or funds.
We will never deceive you. If you need to save more OR spend less, we will tell you the truth.
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