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....
When it comes to helping clients manage their money, we seek partners who are consistent in their approach, clear about their purpose and look at managing the investment as if it were their own. My practice has worked closely...
Our preferred money manager, Dimensional, has an approach to investing money that continually seeks to add value, irrespective of the size of the saving. As long term investors, the firm appreciates that every dollar counts and fight hard to...
Approaching retirement twelve years ago, Phil realised he didn’t have a financial advisor with a long term interest in ensuring his dreams became reality. His existing financial planners came through one of the big banks, which meant every six months...