Consulting Services

We offer a full range of financial consulting services

Budget Planner

Get financially organised with our free budget planner toolset

Advisory Services

Whether it is tax, accounting or payroll we can advise you

Financial Check Up

A strong home is built on a solid foundation – so should your financial planning!

There are certain priorities that you should first consider as part of your planning. Essentially your foundation or first priority is to address the risks that could financially hurt you and your family.

For the most accurate, no bull results please answer the below questions, which will then show you the areas of your planning you may want to address in order to protect yourself and your family. Be brutally honest with your answers- then make this a non negotiable goal to get yourself financially organised.

Start building your stability pyramid

  1. 1. Personal Budget - do you maintain and update a personal budget?
  2. 2. Financial Plan - do you have a realistic structured plan - and do you stick to it?
  3. 3. Medical Cover - are you on the correct plan- do you understand your options?
  4. 4. Life Cover - will your cover - #1. settle all debts - #2. will the balance also provide an amount of money equal to your salary for your family?
  5. 5. Will & trust - do you have a valid up to date will?
  6. 6. Retirement - will you be able to retire on your current rate of retirement saving?
  7. 7. Tax - would you legally like to pay less tax?
  8. 8. Short term insurance - do you pay more to insure your cars than you pay to protect your salary and family?
  9. 9. Investments - Do you invest on a monthly basis?
  10. 10. Property - do you pay extra payments into your bond every month.(click yes if no bond)?

Did you know

When you know the facts – you gain knowledge – this knowledge influences your choices – your choices affect your decisions – your decisions & choices ultimately then determine your success!

Did you know

Getting financially organised is like eating an elephant – almost impossible – but it starts with the first bite. Either you start at the sharp end or the blunt end – but start now!

Did you know

There are many things that will affect your financial planning and success - we are professional and very well qualified - give us a call - we guarantee to make a positive difference!