Inject some life into your finances

As a fee-only client, we are not paid any commission for selling financial products. This means we are free to explore the entire marketplace and focus on exactly what you need. We'll build on what you have, using some of your existing solutions and then recommend improvements.

You will have confidence knowing that our compensation only comes from you, our client.

Our compensation structure also allows us to provide advice you wouldn’t typically receive from other financial advisors. Whether you want to purchase property, restructure your estate plan, save for your children’s education, or even go through your budget, we are here to help you get organised, analyse options, and implement the right solutions.

Financial Planning Myths

Hey, I'm Ben

During my time working in the bank as a consultant, I came across a lot of people who would need loans to pay for their children’s education, paying balloon payments for their car, or just to pay for some sort of emergency. It was during this time that I started studying financial planning as I wanted to help people and make a difference in their life.

When I started in the industry however I soon realized that the average financial advisor was more concerned with selling financial products and obtaining new clients with large investments than working with those who could really use the financial guidance to succeed in life. I felt so disillusioned with the industry until I was introduced to the concept of lifestyle financial planning, where planners put their clients first, don’t sell products, and based on what is truly best for YOU!

As a son of a doctor, a brother to a doctor and a husband to a doctor, I understand the pains, struggles, and joys that come with a career in medicine and am honored to work with doctors at all stages of their careers by offering truly unbiased, quality financial advice.

What to expect

Here's what financial planning looks like with us

We have a true flat-fee pricing structure. No hidden fees or commissions. It’s simple and transparent, the way it should be!
Hands-on management
Truth is — we're not afraid to ask hard questions, dive deep into your spending habits, and hold you accountable when it comes to reaching the goals we define together. If you prefer someone who will be less involved, we can make a recommendation.
On-call services
Our goal is to take care of you while you take care of your patients. We’re accessible when you are – in the evenings after you get your kids to bed, during your commute home, or in between patients. Short of the overnight shift, consider us on-call.
Unbiased guidance
We will always act in our clients best interests. Giving unbiased advice about a range of financial products from all the different companies.
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