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
Financial advice means product pushing
That’s why we work with clients on a fixed fee basis, and don’t take sales commissions. This means we put you and your plan at the center of what we do.
Financial advice is only for people with a lot of money
We help people get the most out of where they’re at right now so they can save more, invest more, and get ahead faster.
A financial planner will just tell me to stop spending money
Determining what you really want, and then having a plan on how to get there, might indirectly lead to spending less.
Financial Planners Only Help With Investing Money
We help you achieve your financial goals by creating a plan for them. Investing your money is only a small part of that plan.
I’m too young to need a financial planner
The sooner you start making smart financial decisions, the sooner you can be on the way to achieving your goals.
Financial Planning Services are too Expensive
Financial planning can actually help you save a lot of money, however we are very transparent about our fee structure.
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
NO AGENDA
NO JARGON
BUILD MOTIVATION
REAL PEOPLE
NOT BORING
AVOID MISTAKES
Here's what financial planning looks like with us
