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...
As a small business owner, Ted is acutely aware that when you invest in an advisor you weigh the benefits of their advice against the costs involved. Having known Bret for several years and heard positive feedback from others who...
Sean and Bret have known each other since they were schoolmates, though Sean recalls that it was only when his kids came along that he started to seriously consider managing and protecting his income and – one day – his...
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...
Judy realised she was overwhelmed: navigating the process of a marriage separation, and suddenly having to independently manage the family finances. A friend at work recommended she speak with Bret Ambrose, and more than ten years later it has proved...