Alternative Financial Planning

Why do people call us alternative? It is because we don’t duck the big question – will my money run out before me?

It is because we believe that you should set the agenda – it is your life! So you determine the overall goal (which won’t really alter if it is grounded in your values).

We will tell if you have enough or even more than enough, rather than assuming your goal is always moving and always growing, which means that you have freedom to minimise risk and do other things.

We reveal what risks you are really running and how to minimise them. Having the right information can be the difference between doing what you want, and doing what you think you need to do.

Dynamic thinking

We encourage open dynamic thinking and offer a lifelong perspective so that when you look back on your life, you will have a tremendous sense of peace of mind, with you placed at the centre of what we do, secure in the knowledge that you lived by your values and accomplished what was important.

We promise to keep the complex simple and to keep our promises.