The Ambrose Advisory journey starts in relationship, with discovery about who you are and what’s important to you. Your financial position is addressed, but more important is learning about who you are as a person. This involves honest, open two-way conversations to ensure that the ultimate financial plan exists to guide your financial choices toward your unique dreams.
The early phases of the journey can take time, and the Ambrose Advisory team ensure there’s no sense of urgency in proceedings (aware, of course, that sometimes there may be urgent financial matters to attend to). Sound due diligence can take a period of months to properly understand the nuances of your situation, especially non-financial elements like family, ambitions, and dreams. Ultimately, these are more important than money, which is itself the tool to support the rest of your life.
Ambrose Advisory is a small team, led by Bret and offering a professional fee-for-service approach, which means they take the time to understand – the advice is not about a quick transaction.