A Values-Based Approach
Values-Based Financial Planning is not a slogan – it’s an international network of advisors with a singular focus to embed a personal, more client centric approach into their business.
Bret first met Bill Bachrach, author of Values-Based Financial Planning: The Art of Creating an Inspiring Financial Strategy in 1998. While Bret implemented some of the fundamentals over the years, it was a re-connection in 2009 that saw him commit to the full program – a multi-year investment including attendance at several Academies in San Diego in the USA and an analysis of all the Ambrose Advisory processes from start to finish.
Those clients who have worked with Bret for many years recognise and value the difference in his team’s approach. Beyond money, when people are clear and without financial concern, they will reflect and make decisions based on what’s truly important to them. Ambrose Advisory’s entire client journey is built around understanding what is important to clients as individuals, and then pursuing the investment philosophies they believe are appropriate to help realise those dreams.