I thought I had a pretty good understanding of what I needed for my future. However, after that first session with Bret, when he asked me about my life goals, I realised that I had a pretty good ‘wish list’...
I know that if left on my own, there was a good chance I would have made wrong decisions along the way however with Bret’s guidance I am now living the life I want. I have my own house, I...
My husband Bill, passed away suddenly three years ago in March 2020. At the time we were running a telco retail business with another couple and COVID was restricting our movements. The sudden death of my husband coupled with business...
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....
The financial planning profession, if we can yet call it that, has recently been hit with some pretty bad press, and for good reason. For all the bad eggs out there however, there is great value in finding a...