Our team of authorised and qualified financial advisers will give you independent financial advice and guidance, designing a financial plan that suits your personal circumstances.
If you’ve never used our services before we’ll meet you for a FREE, no obligation Financial Health Check. In this session we'll work with you to uncover your financial needs and wants, and dig a little deeper to narrow down your goals and dreams. Our aim throughout is to help you discover key areas where improvements can be made, and areas where your focus should be continued. Short term or long term support is available.
If you're an existing client we're working harder to monitor your progress and to keep you on track with your Goodlife direction. Some of our client support services include "Discover the Freedom" a monthly financial newsletter; education workshops designed to improve your financial skills and wealth opportunities; up to date website information and social media links; and on-call support and advice.