Money-smart Women
Why it’s important for women to take control of their finances
ABOUT US
Personalised service that makes a meaningful, positive difference to your life. This is our core purpose and it guides everything that we do. Every decision, every recommendation, every conversation.
We’ll work with you to build and implement a plan that’s always in your best interests. Using our unique, fully integrated approach, we develop and deliver a plan that’s specific to your goals and priorities, helping you consider the alternatives and making sure you understand the choices and trade-offs. And once the decisions have been made, we’ll partner with you to put your plan into effect, defining milestones and monitoring progress as we work together to secure your family’s future, protect you, preserve your legacy and achieve all your goals.
WHAT WE DO
Our hand-picked, specialised team is made up of authorised representatives of Vantage Point Financial Services. They are experts, qualified and experienced financial planners who are passionate about providing straightforward, practical advice. And because we are proudly independent, we are not bound to a specific product or one product provider. Instead, we have complete freedom to recommend the best mix of products for your situation and your goals.
NEWS
5 things you should know about Estate Planning
Estate Planning will secure the financial future of your family when you no longer can
Would you leave your children’s inheritance in the hands of the Government?
What would happen when you are suddenly no longer there to look after your loved ones?
It just makes sense to do your life cover with the people you trust to do your Will.
We spend all our time trying to create wealth and building our legacies for our loved ones, and yet so few people dedicate any time to estate planning that creates clarity and certainty for when we’re gone.