Our office is easy to get to, you can park right outside and there’s plenty of hot coffee!
Our aim is to provide our service when and where it suits you. We will work with you to find the most convenient time for meetings if normal 9-5 working hours aren't suitable for you.
We want to move the financial planning focus away from selling products to forming ongoing relationships with people who need our advice and assistance over the long term
Answering life’s big financial questions – "When can I retire?"…"How much should I save?"…"How much can I spend?" “How much is enough insurance” – may seem daunting, especially in light of increasing complexity in markets and tax and government regulations
Our process is designed to address all of these concerns in the context of the client’s big picture. We develop a cohesive road map for each client, always prepared for course adjustments as goals and needs change.
At Prosper and Grow
- We will engage in a collaborative, in-depth discussion and identify your objectives, current financial position and financial goals.
- We will then Carefully outline and explain all of the financial options available to you
- Create your unique financial plan*
- Implement strategies to ensure you are moving in the right direction and Provide ongoing guidance and support
*A Financial Plan, also known as a Statement of Advice, is tailor-made advice created for you based on your unique personal situation. It also explains the reasons, cost, for the advice provided to you.
We have a pro-active mindset in regards to client service. Our clients enjoy coming in on a regular basis to review their financial portfolio and affairs. Clients know they are not an account number; rather, they are an integral part of our family of clients. Our focus is on listening, understanding, and caring about our clients’ concerns and then acting to provide assurance and peace of mind to complicated matters.