Dear Everyday Joe,

Struggling to find a financial planner who is worth their weight in gold and not just trying to line their pockets?

What if someone said they wanted to help you achieve the lifestyle you wanted to live, rather than being a glorified budget calculator?

This is the core of our philosophy – the life-centred approach to personal finance.

In other words, we work backwards from what typical financial planners would. We want to know your goals and desired lifestyle, so we can tell you how much you’ll need to achieve it, not the other way around.

Whether that’s retiring early to sail the high seas, building a luxury waterfront mansion, or quitting a tedious corporate job to pursue a passion project. This approach creates a sense of drive that you don’t get from doing things the other way around.

Take me for example. How much will it take for me to achieve my desired lifestyle? Well, I’ll tell you.

I did all the calculations, and it’s $1.572m, with the house paid off.

Hopefully, you can start to see the value in this way of thinking. This is immensely gratifying for us, as we know that with each client we’ve helped, they’re now one step closer to their dream life.

To demonstrate this, we’ve just put the finishing touches on a free guide. The guide sheds light on how to spot some less-than-trustworthy types of financial advisors.

So what are you waiting for? Click the button below now and start making informed decisions that will bring you to your dream lifestyle.