Good financial planning can change your life
Freedom. Security. Fulfilment. Community. Time with family.
What’s important to you?
There are many ways of living. Our mission is to help you discover the confidence to plan towards the life you want.
Making sense of your future
We listen and spend time getting to know you, so we can understand your situation and priorities. Here are some examples of problems that we regularly help our clients solve:
When can I afford to retire?
How long will my pension last?
Could my money be working harder for me?
Am I paying more tax than I need to?
What tax-efficient investment options are there for my business?
Independent financial advice
for individuals, families and business owners.
We help individuals, families and business owners make better financial decisions.
As well as offering unbiased, independent financial advice, we provide retirement planning, tax management, cashflow modelling, and business financial planning services.
“Approachable, professional and insightful financial help and advice. Dan’s able to communicate complex financial matters in a way that makes sense, and I really appreciated his honesty and integrity.”
Al Olson
“Both my wife and I found our conversations with Dan really useful. He is very open and informed with little use of jargon or ‘industry speak’. We didn't feel like we were being sold to at all. I would absolutely recommend him.”
Charles Brindley
