What is an Advice-Only Planner?


Financial Planning is a profession, separate and apart from the management of wealth or the sales of products and insurance. The planners on this website are focused on providing just one thing:


Our advice-only financial planners have structured their businesses so that the only remuneration that they receive comes from their clients. The goal with that structure is to reduce the likelihood that the advice you will receive is influenced by anything other than your own best interests.

Come have a look around. We’re here to help.