A financial plan can provide direction and clarity and direction as you travel along your own path to a comfortable lifestyle. Will you have sufficient funds to achieve all of your financial goals and are you willing to take on additional investment risk to help achieve these goals?
Our knowledge and experience allows us to provide guidance to our clients, so that they may have the freedom to make informed decisions to achieve all of their desired financial goals and lifestyle aspirations.
We aim to provide clarity and direction to our clients by tailoring our solutions specific to their personal financial situation. This ensures that our advice removes as much of the financial uncertainty from our client’s lives as possible and help them to achieve the satisfaction, security and peace of mind of their financial future.
“ Thanks Mike and Jes for your knowledge and expertise that has assisted us with our retirement planning. The retirement software you used to model various scenarios for us provided a very clear picture of where we are at now and where we are heading to. Thanks once again and we look forward to continuing to receive your expert advice. ”
“Mike and Jes Fitzgerald have been handling my personal financial affairs for over 10 years! They have been absolute pleasure to work with. Not only do they the necessary knowledge and products but they also present themselves in a non-pushy ethical manner at all times. They listen closely and only advise what they is best for you. I cannot recommend their services highly enough and I am always happy to chat further if necessary ”
D & K Blakeloch
“Thanks to Michael and his team for advising, tailoring and maintaining a first class portfolio for our future that started over fifteen years ago. We were really thankful that when we had expensive home repairs we were able to easily finance the costs from one portfolio while the other is prospering. Michael has proved to us his knowledge and application of practical diversification does reap unexpected rewards.”