From early in his career, Bret has found greater satisfaction seeing people live their dreams than in helping them hit financial milestones. Money is important as the enabler, not the outcome. This balanced approach comes from Bret’s parents, who were a big influence on him – Mum was empathetic and caring; generous with no expectation of return. Dad, a Supreme Court Judge, was pragmatic and analytical. The combination is evident in the team and clients of Ambrose Advisory today.
In Financial Planning, this isn’t always the case. Bret’s career had an early taste of Planners who were in an industry to sell products and make money for themselves, often at the expense of their clients. Being ‘all about the money’ never felt right for Bret – he’s the first to admit he would never win a competitive sales pitch. He’s much more interested in taking the time to do the right thing, to get to know you, than in closing a deal.
He developed this approach over 15 years with business partners at edc wealth management. As early clients began achieving their outcomes, Bret continued to refine his more connected approach and client service, and built the nucleus of his current practice.
In 2016, Bret founded Ambrose Advisory to take this approach one step further; to become a fully values-based financial planning practice, guiding clients to lead their dreams.
With his wife Cheree and children, Finlay, Elspeth and Wilson, Bret is also leading his own dreams; pursuing greater time freedom over the coming years while focusing on being more mindful for his family today.
A terrific week for Bret would involve some time in the office guiding and leading his team, and being there for clients, while also taking some days on the family farm, a shared inheritance from his father that creates opportunities to connect with his brother and extended family.
There are specific dreams for Ambrose Advisory, empowering the Values-Based approach within the team and for the benefit of the community, particularly school kids, to help them put context on their finances and dreams as they move into the workforce. More than a job, Bret views his vocation as a gift allowing him to help people, and he dreams of helping more.
Like all of us, there is always more…more opportunity to improve and grow the business. More charitable work, contributing beyond financial guidance and support. More surfing, definitely. More travel, with and without the kids. More time at the farm.
And also less.
Simplicity; of spirit and meaning, of an uncomplicated life. Ultimately, there is simplicity at the heart of the belief system Bret was handed by his parents and shares with Cheree. It’s simplicity he now wants to instil in his children, watching them grow as they develop their own dreams and helping them to be the best that they can be.